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PODCAST

The Dental Boardroom

A place for dentists to find expert insight and information around everything from navigating residency and associate opportunities to being a successful dental practice owner.

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All Episodes

51:22

108: Embezzlement Prevention Through Dentrec Technology

The Dental Boardroom ·

2025/07/17

In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, is joined by Myles Davis, founder of Dentrec—a platform designed to bring clarity and consistency between dental practice management systems, bank accounts, and accounting software like QuickBooks.Wes and Myles explore the common yet often overlooked issue of reconciling collections data with actual deposits. They dive deep into how disorganization or gaps in reconciliation can lead to embezzlement, financial misstatements,

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49:32

107: Financial Market Update: Key Events Shaping Your...

The Dental Boardroom ·

2025/07/15

In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions and legislative changes to the explosive innovation in AI, the team explores why this year has been anything but predictable.They discuss the surprising resilience of markets, the impact of currency fluctuations, and why disciplined diversification across small caps, value

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49:49

106: New Tax Rules Just Passed—Here’s What Dentists...

The Dental Boardroom ·

2025/07/09

In this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes hundreds of provisions designed to extend prior tax cuts, adjust deductions, and shape the future of business and personal tax planning. Wes distills the dense legislation into clear, actionable takeaways to help you make informed decisions for your practice.Who This Is For:Dental and

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01:02:53

105: AI in Dentistry: How AI Is Redefining Dental...

The Dental Boardroom ·

2025/07/08

In this episode of The Dental Boardroom, host Drew Phillips sits down with Adrian Lefler, Co-Founder and CEO of My Social Practice. Adrian has been helping dental practices master digital marketing since 2009—long before “dental TikTok” became a thing.They explore how generative AI and automation are fundamentally transforming the marketing landscape for dentists—from content creation and SEO to real-time patient engagement. Adrian shares how tools like Google’s Gemini and large language models are

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43:16

104: AI in Dentistry: How NexHealth Is Automating the...

The Dental Boardroom ·

2025/07/03

In this insightful episode, Drew Phillips continues the special series on AI in Dentistry with a deep dive into how Next Health is helping practices modernize patient experiences. Kyle Johnson shares his journey from early-stage team member to driving growth and solving some of the biggest challenges in dental technology—especially data integration. They explore why true AI transformation starts with clean, accessible data, how Next Health built tools that connect fragmented practice management

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47:50

103: AI in Dentistry: How Pearl AI Is Enhancing...

The Dental Boardroom ·

2025/07/01

In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP, and owner of Practice CFO, sits down with Mike Buckner from Pearl AI—one of the frontrunners in AI-powered clinical analysis for dentistry. Together, they explore how artificial intelligence is transforming dental practices across the country.Mike shares his deep experience with dental tech giants like Solutionreach, Dental Intel, and Weave, and how Utah has become a surprising hub for innovation in dental technology. The

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01:05:47

102: AI in Dentistry: Insurance Verification with...

The Dental Boardroom ·

2025/06/27

In this eye-opening episode, host Wes Read, CPA, CFP welcomes Vivek Kinra, founder and CEO of Verific, for an in-depth conversation about artificial intelligence in dentistry.The discussion starts off unscripted and fresh, as Vivek shares his unique journey from software engineering to creating multiple dental technology companies—PPO Profits and now Verific. He details how Verific uses genuine AI to tackle the notoriously complex problem of insurance verification.Together, Wes and Vivek unpack the

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57:23

101: AI in Dentistry: Radiograph Analysis and Case...

The Dental Boardroom ·

2025/06/26

In this episode of the Dental Board Room Podcast, Wes Read CPA, CFP, continues AI in Dentistry series with a very special guest, Dr. Wardah Inam, founder and CEO of Overjet AI. With a background from MIT and Harvard, Dr. Wardah Inam is at the forefront of AI innovation in dental care.Overjet is the first FDA-cleared dental AI platform for both caries detection and bone level measurements. It’s used by solo practitioners, DSOs, insurers, and dental schools alike.Dr. Wardah Inam walks us through how

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01:06:32

100: AI in Dentistry: Front Desk Automation with...

The Dental Boardroom ·

2025/06/25

In this thought-provoking episode of The Dental Boardroom, host Wes Read CPA and CFP continues his AI in Dentistry series by diving deep into one of the most transformative technologies shaping dental practices today—AI agents. Wes welcomes Mitch Hersche, founder of FOJI, a leading innovator in operational AI tools designed for dental offices. Together, they explore the what, why, and how of AI integration, breaking down complex concepts like generative AI, neural networks, and AI agents—all while

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31:19

99: AI in Dentistry: AI's Analysis of the ADA AI...

The Dental Boardroom ·

2025/06/21

Welcome to another episode in our special AI in Dentistry series! As AI technologies rapidly evolve, so does their impact on dental practices — clinically, administratively, and technologically. Today, we’re doing something a little different — and very exciting.In this episode, host Wes Read, CPA, CFP shares a live demonstration of how AI can simplify and clarify complex industry insights, using Google’s Notebook LM.What makes this episode unique is that much of the content you’ll hear is

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47:43

98: AI in Dentistry: A General Overview of AI in...

The Dental Boardroom ·

2025/06/20

In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, kicks off an exciting new series titled "AI in Dentistry." As artificial intelligence reshapes industries worldwide, Wes explores how dental practices can harness its power to improve efficiency, profitability, and patient care—without losing the human touch that defines quality service.Wes shares a foundational overview of what AI is, how it compares to traditional automation, and what it means specifically for small business

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01:18:27

97: Dental Leadership: Hiring Smarter, Paying Better,...

The Dental Boardroom ·

2025/06/06

In this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025.Kiera opens up about her unique journey—from high school dental assistant (yes, because of the scrubs!) to building multi-location dental practices, and eventually founding a high-impact consulting agency. She shares her philosophy that a successful dental practice is about

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48:00

96: Built to Lead: From $450K to $3.2M and the Power...

The Dental Boardroom ·

2025/06/03

From associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems that fueled her remarkable journey.Dr. Shelton opens up about purchasing a struggling $450K practice—while carrying $450K in debt—and how she transformed it into a thriving $3.2M business in just six years. She unpacks how combining data-driven strategy with

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23:29

95: The Big Beautiful Bill: Proposed Tax Changes That...

The Dental Boardroom ·

2025/05/29

In this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in the Senate, this bill aims to permanently extend many provisions of the 2017 Trump Tax Cuts and Jobs Act. Wes walks dentists through what matters most, including the preservation of lower income tax rates, an increased standard deduction, and the continuation of the SALT

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01:25:38

94: From Conversation to Commitment: How...

The Dental Boardroom ·

2025/05/27

In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, sits down with Dr. Bob Marcus to unpack one of the most critical and misunderstood challenges in dentistry: case acceptance.Dr. Marcus—seasoned clinician, educator, and practice management consultant—shares what separates practices that thrive from those that just get by. From mindset to method, he reveals how confidence, communication, and bundling treatment can elevate both patient care and profitability.Together, Wes and Bob

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36:03

93: Making the FFS Leap with Dr. Anissa Broussard

The Dental Boardroom ·

2025/05/22

Many dentists feel trapped in the PPO system—working long hours, doing more dentistry, and still questioning, “Where’s the money going?”In this episode of The Dental Boardroom Podcast, Wes Read, CPA and CFP, talks with Dr. Anissa Broussard about her powerful shift from PPO dependence to a thriving fee-for-service practice. Dr. Broussard shares how she reframed her mindset, leveraged social media to attract ideal patients, and built a brand rooted in authenticity and trust.They also discuss the

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58:29

92: PracticeCFO: Financial Markets Update

The Dental Boardroom ·

2025/05/20

Wes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipschitz, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy and investing landscape in May 2025.Together, they dive into the market’s reaction to global tariffs, recent signals from the Federal Reserve, macroeconomic trends, and how the Practice CFO investment committee is adjusting its strategies for clients amid

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59:39

91: The Most Overlooked Tax Mistake in Dentistry:...

The Dental Boardroom ·

2025/05/15

If you're a dental practice owner—or planning to become one—this episode could save you thousands. Wes Read, CPA and CFP, breaks down the financial fundamentals every dentist needs to master, especially when it comes to getting money out of your business without triggering IRS penalties.Wes unpacks the critical role of choosing the right business structure—S Corporation, LLC, or sole proprietorship—and how that decision directly impacts your taxes. You’ll learn why S Corps are often the go-to for

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24:46

90: A Second Location: Should You Buy or Start Up One

The Dental Boardroom ·

2025/05/08

Welcome back to The Dental Boardroom Podcast!Wes Read CPA, CFP dives deep into a critical and often misunderstood topic among dental practice owners: Should you buy or open a second location?Wes breaks down the real economics, hidden challenges, and common myths behind scaling your dental business by adding a second office. Drawing from years of client experiences and financial data, he explains why many dentists struggle — and why some succeed — in making this leap.Whether you’re at the peak of

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58:04

89: EBITDA: Everything You Need to Know About It

The Dental Boardroom ·

2025/05/07

In this episode, Wes Read, CPA and founder of PracticeCFO dives into one of the most important financial terms in dentistry: EBITDA. Whether you're planning to sell your practice or simply want to manage it better, understanding EBITDA is essential. Wes explains what it is, how to interpret it from your P&L, and why every dental professional—owner or associate—should know the business side of dentistry.This episode is designed to help you start thinking like a CEO of your dental practice

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150 results

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