Wealth Beyond the White Coat

32. Brannon Moncrief of McLerran and Associates Part 2

In part two of our discussion with Brannon Moncrief, CEO of McLerran and Associates, we delve into the practical steps of navigating a dental practice transition. Brannon explains the importance of building an interdisciplinary team, outlines the typical timeline of a sale, and shares advice on preparing for the future of the dental industry. This episode provides essential insights for dental professionals looking to make informed, strategic decisions about their practice’s next chapter.

31. Brannon Moncrief of McLerran and Associates Part 1

In this first part of our two-part episode with Brannon Moncrief, CEO of McLerran and Associates, we explore the evolving world of dental practice transitions. Brannon shares his extensive experience with DSOs, private equity, and traditional practice sales, offering insights into maximizing practice value and navigating the financial and emotional aspects of a transition. This episode is packed with strategies for dentists looking to understand their options for the future. Perfect for any dental professional considering a practice sale or planning long-term financial security.

28. Haven Dental with Tyler Brady Part 2

In part two of our conversation with Dr. Tyler Brady on Wealth Beyond the White Coat, we dive deeper into how Tyler balances his professional growth with his family life while scaling Haven Dental. From expanding his practice and mentoring associates to maintaining a strong work-life balance, Tyler shares his strategies for managing both personal and professional success. If you’re curious about how to grow your practice without sacrificing your priorities, this episode offers valuable lessons on leadership, delegation, and sustainable growth.

27. Haven Dental with Tyler Brady Part 1

In this episode of Wealth Beyond the White Coat, Dr. Tyler Brady, founder of Haven Dental, shares his inspiring journey from starting a small practice to creating a cutting-edge dental business that integrates innovative technology and community-focused care. Learn how Tyler’s unconventional strategies, from offering free veneer cases to adopting in-house milling machines, have transformed his practice into a thriving success. If you’re looking for fresh perspectives on growing a dental business and creating lasting financial success, this episode is packed with actionable insights.

26. Wonderist with Laura Maly Part 3

In the final part of our discussion with Laura Maly, we take a look at the future of dental marketing. We explore the challenges and opportunities facing dentists today, and how you can leverage both traditional and cutting-edge marketing techniques to stay ahead in a competitive market. Learn what’s coming next in dental marketing and how you can position your practice for success.

25. Wonderist with Laura Maly Part 2

Continuing our conversation with Laura Maly from Wonderist, we explore how technology and practice management systems like Dentrix, Eaglesoft, and Open Dental can seamlessly integrate with your marketing strategy. We dive into data-driven decision-making and how AI is being used to optimize marketing efforts, helping dental practices grow faster and more efficiently. If you're looking for advanced strategies to elevate your practice, you won’t want to miss this episode.

24. Wonderist with Laura Maly Part 1

In this episode, I sit down with Laura Maly, co-founder of Wonderist, to dive into the foundations of dental marketing. We discuss the importance of crafting a unique brand message, understanding your practice's return on investment in marketing, and how these elements play a key role in growing your practice. Whether you're looking to fine-tune your current strategy or start from scratch, this conversation is full of actionable insights.

23. Bookkeeping Aesthetics Part 2

Join us for the second part of our conversation with Annette Woods as we dive into actionable strategies for optimizing your dental practice’s financial health. Discover how proactive planning and informed financial decisions can pave the way for long-term success and sustainability in your practice.

22. Bookkeeping Aesthetics Part 1

In this episode of Wealth Beyond the White Coat, we sit down with Annette Woods, the founder of Bookkeeping Aesthetics, to explore how her unique background in dentistry equips her with the expertise to help dental practices thrive financially. Learn how proper bookkeeping and financial management can be a game-changer for your practice’s success.

21. Sponsor Due Diligence with Mick Law Part 3

In the final part of our series on due diligence with David Sengstock of Mick Law, we wrap up our deep dive into the crucial process of vetting investment sponsors. Discover the essential steps to ensure you're partnering with credible and trustworthy managers, setting the stage for smarter, more secure investment decisions.