In this episode of The GrowOrtho Podcast, Luke had the pleasure of hearing from Jill Allen, an orthodontic consultant with over 30 years of experience. Jill has helped countless orthodontic practices—especially startups and acquisitions—set up strong systems and achieve incredible success.

Choosing The Right Location

First things first: where you set up shop matters—a lot. Jill emphasizes the importance of digging deep into demographic data to ensure the area fits your practice’s vision. For example, if you’re aiming for a high-end boutique practice, setting up in a neighborhood with lower income levels might not be the best idea. Working with experts to analyze demographics can help you find the perfect spot with the right patient base, saving you from financial headaches down the line.

Once you’ve nailed down the location, it’s time to secure loans, design your office space, and choose equipment—all tailored to what you want your practice to be.

Embracing Technology And AI

Over the past couple of decades, orthodontic practices have undergone a massive transformation, moving from paper files to fully digital workflows. Nowadays, many practices start with digital brackets and aligners instead of traditional fixed systems. These advancements aren’t just about being flashy—they make things run smoother and improve the patient experience.

Jill also highlights how artificial intelligence (AI) is becoming a big deal in orthodontics. While some people worry that AI might replace jobs, she sees it as a tool to boost efficiency. You can use AI tools like ChatGPT to help with tasks like planning social media posts or writing job descriptions, freeing up your staff to focus on patient care and growing the practice.

If you’re hesitant about diving into new technology, Jill recommends taking it step by step. Start small—maybe use AI for some administrative tasks—and build from there. As she puts it, “The last thing you want is to be the last office adopting technology.”

Building And Retaining A Strong Team

Managing your team is one of the toughest parts of running a practice. Back in the day, staff members might stick around for decades, but now people often move on after just a few years. Jill emphasizes creating clear career paths within your practice to help keep talented people on board. Being transparent about pay scales and growth opportunities can help your team see their job as a real career, not just a temporary gig.

She also points out the importance of hiring the right people for specific roles. For instance, the person who answers your phone should have the skills and friendly attitude to make a great first impression on potential patients.

Smart Marketing Strategies For Startups

If you’re starting out, getting your name out there in the first year is crucial. A solid marketing strategy should use multiple channels—think SEO-friendly websites, active social media, and 

community involvement. Jill cautions against putting all your eggs in one basket; using a mix of marketing methods helps you reach a wider audience.

Balancing patient affordability with your practice’s financial health is also key. Promotions like “$99 down” might attract patients, but they can strain your cash flow, especially with high fixed costs. Jill stresses the need for strategic planning to avoid short-term tactics that could hurt your practice in the long run.

Financial Systems And Leadership Growth

Jill and her team help orthodontists set up essential financial systems, like keeping track of accounts and using tools like QuickBooks. Without these systems, you risk running into financial mismanagement, which can be disastrous for your practice.

Leadership is another area where orthodontists often struggle. As your practice grows, you need to transition from being hands-on with every detail to becoming an effective leader. This means delegating tasks, trusting your team, and continuously improving your leadership skills through books, podcasts, or other professional development avenues.

Celebrating The Wins

One of the things Jill loves most about her work is helping practices hit big milestones—like making $1 million in revenue in their first year. She believes these successes come from having a clear vision, sticking to your plan, and being able to adapt when challenges arise.

She also thinks it’s important to take a moment to appreciate what you’ve achieved, instead of always focusing on what’s next. Celebrating your wins, big or small, can keep you motivated and remind you why all the hard work is worth it.

Building a successful orthodontic practice takes a mix of strategic planning, embracing technology, and strong leadership. Jill Allen’s insights offer a roadmap to help you navigate these challenges, so whether you’re just starting out or have been in the field for years, you can thrive in this ever-changing industry.

For more insights from Jill Allen, be sure to visit her website at Practice Results and check out her podcast, Hey Docs, where she dives deep into topics specifically tailored for orthodontic startups and acquisitions.

 

The post How To Dominate Your Orthodontic Market NOW! appeared first on HIP Creative.

[00:00:06] Jill, thanks so much for coming on The Grow Ortho Podcast.

[00:00:10] Luke, thank you for having me. I really appreciate it.

[00:00:13] Absolutely. So tell those watching or listening just a little bit about you and what you do.

[00:00:19] Sure. So my name is Jill Allen. I have a business, Jill Allen & Associates. I'm an orthodontic

[00:00:24] consultant. I primarily work in the orthodontic startup acquisition realm, kind of that eight

[00:00:30] years and younger crowd. And we, for the most part, I mean, we work in all areas of, you know,

[00:00:37] all practice life cycles. But we, in that startup acquisition, we help doctors. I always say

[00:00:44] demographics to doors open and then that first year in business. So just helping them get all

[00:00:49] their systems in place, determine where they want to, you know, have their practice be and just really

[00:00:54] get off the ground and running. In terms of, you know, what you do now, how'd you get started with

[00:01:00] consulting? It's kind of an interesting story. When I first got into this, it was right after

[00:01:06] asking about children, right after I had my first child, my daughter, Jordan. And I, my mother was

[00:01:15] actually in the orthodontic field and they had an opening for a sterilization assistant. And I didn't

[00:01:21] want to go back. I had been in property management and I didn't want to go back into that. And so I was

[00:01:26] like, eh, well, sure, you know, orthodontic sounds good. And so I got into a really great office and

[00:01:34] started in the sterilization area and loved the orthodontic industry and thought, oh, this is, you

[00:01:40] know, this is just a great industry. And I happened to have gotten in with a doctor that was very

[00:01:45] progressive. He really loved, you know, believed in consultants, really loved continuing education.

[00:01:51] And so I got a lot of exposure to things that I would not have gotten exposure to, you know, maybe

[00:01:57] had I worked for a different, a different doctor. And he was also very encouraging of, you know, learn,

[00:02:03] you know, at that time there were no schools out there to learn, you know, anything in the orthodontic

[00:02:08] office. It was all self-trained. And so I had an opportunity to start in sterilization, kind of worked my

[00:02:15] way up into clinic, then became a clinical assistant and then became a trainer and, you know, just kind

[00:02:21] of kept moving along. And then through the years with multiple other offices, I knew that because of

[00:02:28] the imprint that I had from this, you know, the, the being in front of the sages of our industry,

[00:02:34] when they were, you know, kind of, you know, young and, you know, do it, doing everything. It was like,

[00:02:40] oh, this is, you know, that's a cool thing. And so I would keep little notebooks, kind of, I'm leading

[00:02:45] up to how I got into consulting, but, you know, I would keep, keep little notebooks on, all right,

[00:02:49] this works in an office, this doesn't work in an office. And, you know, I was just always thinking

[00:02:54] about that. And so as I moved along, my goal was to learn every area of an orthodontic practice

[00:03:00] and to really master each area. And then 18 years ago, I decided, okay, I think I want to move into

[00:03:07] consulting. And that's, that's kind of how I went from getting into ortho, then on into starting my

[00:03:13] business. So it was, it was, it was nice to have a really well-rounded background because that has

[00:03:19] really helped me a lot, you know, in, in what I do. 18 years ago, you started your business and I feel

[00:03:26] like the industry has changed so much. I mean, we, we've only really been in orthodontics for going

[00:03:31] on nine years. We started hip about 10 and a half years ago. But, you know, even through that,

[00:03:37] that timeframe, there's been a lot of changes, advancements, tech, you know, obviously the,

[00:03:43] the corporate landscape and DSOs, OSOs has really kind of changed a lot too. I'm curious over the

[00:03:50] past 18 years, what are some of the biggest changes that you've seen in the industry?

[00:03:55] Gosh, you know, so it's, it's interesting when I think back, because if you can believe this,

[00:04:01] when I got into it, even operating systems, you know, I've been doing this 33 years in the

[00:04:06] orthodontic field, even operating systems were still new. We were running on DOS, you know,

[00:04:12] like, I mean, who even knows that, right? You know, so, so to think about, even if we just think about

[00:04:18] that, that track for a minute and how we have moved along and the embrace of moving from paper

[00:04:26] into digital. And, you know, now even, you know, when I do startup practices,

[00:04:32] we don't even think about paper, you know, even down to, you know, when you're, when you're thinking

[00:04:37] about your collateral, I mean, yes, we may still have a business card, but, you know, everything

[00:04:43] is digital now. And so, you know, I think about, you know, changes in that way to, um, you know,

[00:04:49] changes in just our, um, the tools that we use to move teeth, you know, and what doctors are using

[00:04:56] now, you know, it was such a fixed system, you know, it was hardcore, you know, I can remember,

[00:05:02] you know, pounding on brackets, you know, on fours, fives, sixes, and sevens, you know what I

[00:05:06] mean? And, you know, it's like, who would go through that torture anymore? Right. And now we

[00:05:11] don't even buy bands, you know, and, and most of the time we're starting off practices with, um,

[00:05:16] you know, some type of a digital bracket in a, um, you know, in a liner system. And maybe if we're

[00:05:22] going to have a fixed bracket, it more has to do with something that's very specific geared towards

[00:05:27] experience with a phase one. So, you know, when I think about it from a modality standpoint,

[00:05:32] we've had some phenomenal changes. And then I think the hot one right now is we're just seeing

[00:05:38] AI and, you know, what is happening in, in that realm for us? You know, we used to-

[00:05:44] So powerful.

[00:05:44] Oh, it's, and it's wonderful. And I think, you know, so many people are so afraid of,

[00:05:50] of, Oh, it's going to take a job. It's going to do this. And I keep telling everybody that'll

[00:05:54] listen to me, I'm like, no, it's just going to make you more efficient. Just, just imagine what

[00:05:59] you can do with your time. If you free up, you know, those three hours that you were,

[00:06:04] you know, spending writing out your social media calendar when, you know, you can do that like that.

[00:06:10] And now you've got time to really spend time on patient experience or this, that, or the other.

[00:06:14] So I know I'm kind of all over the place, but I think you could talk about every,

[00:06:19] every area. I'll just say one more area that I think is really fun that we're seeing changes.

[00:06:24] And, and it's just really, I think embracing that, you know, that who not how principle in that.

[00:06:32] There are so many wonderful third-party companies that can step in and assist offices where we just

[00:06:39] don't have to have these, you know, all, all, you know, these fat orthodontic offices anymore.

[00:06:44] And, you know, and I, and I say that, you know, very lightly, it just meaning that we don't have

[00:06:49] to have just this incredible overhead anymore of team members. Now we can have very specifically

[00:06:55] trained, drilled down employees that are able to give really good patient experience and know that

[00:07:01] we may be able to lean on third-party companies to help us, you know, maybe accomplish things that

[00:07:07] we don't have to have in the office anymore.

[00:07:08] And, and certainly the efficiencies with running digital, if you're all in, you can really kind

[00:07:13] of run more lean because that's the model, you know, and leveraging things like rhinogram or dental

[00:07:21] monitoring, you know, as well with a digital workflow, it can really allow a practice to run lean and kind

[00:07:30] of save on payroll and those types of things. So yeah, really cool.

[00:07:35] Yeah. Yeah. I, I just love seeing, seeing what's out there and I'm just going to say yes. Yes. Again. Yes. Yes. Yes.

[00:07:43] Digital is, is where we should be heading. Yeah. We should be embracing it.

[00:07:48] Yeah. And I, I can't even imagine back. I'm trying to think 18 years ago with the internet. I mean, so many changes

[00:07:55] with marketing and advertising, you know, I still hear stories from dentists and orthodontists of

[00:08:00] how they had to measure their sign and send in photos to the board and, you know, that's completely

[00:08:07] shifted and it's so different now and it's always changing, you know?

[00:08:12] Yeah. Yeah. Well, I think about, you know, our only way of advertising was the yellow pages,

[00:08:18] you know what I mean? Like it was truly, and, and you were really slick. If you could find a way

[00:08:23] to get your name under the dental column and the orthodontic column because D came before O,

[00:08:31] I mean like how nuts is that? And you would think about how do I name my practice, you know,

[00:08:36] trying to make sure that you came alphabetically first. Now, I mean like we don't even think about

[00:08:41] things like that anymore, but isn't that crazy to think even something like that was part of a

[00:08:46] marketing strategy? Well, yeah. And I think dovetailing that into what you brought up,

[00:08:53] which is AI, you don't want to be behind because you can see, I mean, I still talk to people who are

[00:08:59] talking about, you know, the digital version of yellow pages or just some really antiquated thing.

[00:09:05] And should I spend money on this? And then you have kind of the pioneers and then you have everybody

[00:09:11] else who's more or less doing things that are fairly current, you know? But, you know, really

[00:09:17] taking the time to understand AI or working with companies who do all the way down to, you know,

[00:09:26] how are you treating patients? How are you doing marketing? Are there efficiencies that the team

[00:09:31] can use AI for? All of that really, because that is the future. You know, and the last thing that you

[00:09:39] want is to be the last office adopting this thing. And, you know, it's crazy. I use it for so many

[00:09:46] things that I do now. And it probably my output has tripled since really adopting it. And I'm not even

[00:09:55] that versed in it, but using the knowledge graph and kind of training the bot specific ways and

[00:10:01] building bots for social media scheduling, just like you said, all the way down to understanding

[00:10:07] people in psychology. I mean, it's just brilliant what it can do. Right. So, yeah, I highly encourage

[00:10:16] people to kind of dig in and find how they can optimize their practice with AI. Yeah. And, you know,

[00:10:22] it's interesting that, you know, you talk about that. We just got off of a big retreat. I once a

[00:10:28] quarter, my team, I bring everybody together and we do a big business meeting slash training retreat.

[00:10:35] And one of our topics that we were actually talking about and training on was AI and, you know, just

[00:10:41] how to, as a team, use it better, but also how to really help our offices be able to use it. And it

[00:10:48] is, I think the biggest thing is it seems very scary to somebody who doesn't understand it. You

[00:10:54] know, oh, you know, big brother, there's so, you know, something's out there tracking my this or that

[00:10:58] or whatever, but it's so exciting. I love it when we have team members that, you know, really start to

[00:11:05] understand it and we're helping them. And, you know, and even my own team members, when I'm like,

[00:11:09] you know, Hey, we're going to write this SOP and we're going to just throw it into chat GPT. And we're

[00:11:14] going to tell it the parameters. We're going to tell it what font we want it in. We're going to tell

[00:11:19] it the outline that we want, the voice, the, this, the, that, and, you know, we're going to give it the

[00:11:23] main ideas and boom, you know, and I, again, you know, taking that into offices. Wow. You know,

[00:11:28] again, these are those things that just eat up our time that you don't even realize.

[00:11:35] Yeah. And I mean, offices may ask us like, Hey, you know, I need to hire this role. Do you guys have

[00:11:40] a job description or, you know, and it's like in the time that you took to ask us, not that I would

[00:11:47] tell them this, but you know, in a soft way, like for those listening, you could literally just go to

[00:11:53] chat GPT, type it in and you can literally coach it. So with what it comes back with, you can literally

[00:12:00] give it another prompt and Hey, refine this or put it more in this voice or this tone. And I would just

[00:12:05] encourage anyone listening before you go ask or before you scramble or before you think, Oh, I've

[00:12:10] got to go spend hours researching this. Literally, somebody who works in our office, they use the audio

[00:12:18] version. So they like turn on the audio and just talk to it. And it just literally will spit back

[00:12:24] stuff like job descriptions or how to like, if you don't know how to do something with Facebook or

[00:12:29] Instagram, same thing. It's just literally right there. Yeah. Yeah. Yeah. It's, it's pretty cool.

[00:12:36] It's pretty cool for sure. So how big is your team?

[00:12:39] So we are, um, there is, gosh, what are we at now? I think we're up to 12 now on our team.

[00:12:46] Yeah. And you know, I've got a director level and then a consultant level. And then we also,

[00:12:52] you know, have people on our HeyDoc site as well. So yeah. Yeah. How many consultants

[00:12:57] are on your team? Uh, we've got five consultants. Yeah. Okay. And is there a specific type of practice

[00:13:05] that you guys work with or is it anything from startup to, you know, eight figure, everything in

[00:13:11] between? What's that look like? Yeah. So I would say, um, you know, my, my primary focus when I got

[00:13:18] started was, um, working with startup practices or I kind of coined it that eight years and younger,

[00:13:24] you know, so any doctor that's been in a business eight years or younger or team members, um, and,

[00:13:30] you know, naturally startups fall into that. So probably where, where we focus the most is working

[00:13:37] with doctors who are doing startups or who have done an acquisition. And, you know, when I got into

[00:13:42] this 18 years ago, when I started this, what I saw was that there are these really amazing doctors

[00:13:49] coming out, um, wanting to do their own practices and, you know, there we can see there has been such a

[00:13:56] decline in senior doctors selling their practices that it's almost kind of pushed doctors into having

[00:14:02] to do startups where that would not have been here 20 years ago, 30 years ago. Um, and so I saw this,

[00:14:09] you know, this deficit I thought in the consulting realm where I was like, we've got all of these young

[00:14:15] doctors and they're coming out. They don't really have a, an opportunity to purchase. They have to do a

[00:14:20] startup, but they don't know how to be a business owner. They don't know how to set up those

[00:14:25] fundamental systems that we can walk into any big, you know, practice that's been running five years

[00:14:31] or more. And those core positions are all in place. Somebody took the time to figure it out, set them

[00:14:36] up. So, um, I kind of, I, I saw that opportunity and thought this is really where I want to live.

[00:14:43] And so we, for the most part, focus on that eight years and younger crowd. Um, we also do a lot with

[00:14:50] eight years to retirement. So I've got a lot of docs that are, they know that they're getting to a point

[00:14:56] where they're going to want to retire, but maybe their systems aren't up to date. They just aren't

[00:15:00] like, they just aren't primed and ready to be able to get the money that they want out of their

[00:15:05] practice. And so we'll go in and help them kind of get it up to, we'll say 2024, 25 standards.

[00:15:12] And then it just helps them then, you know, have a nice handoff for a doctor.

[00:15:17] We do work with a lot of doctors in that, in that in between, but you know, I, I just really love

[00:15:23] that the two shoulders, those are, those are really where, you know, where we want. And if

[00:15:27] we're working with a doctor in between, it usually has to do with, they've lost a lot of institutional

[00:15:32] knowledge. Maybe they've had a lot of team turnover and it's back to the fundamentals. Again,

[00:15:37] we got to put these core areas in place. We've got to reestablish things that maybe we're running on

[00:15:44] autopilot that the doc was like, I don't, I don't know how to do financials. My financial

[00:15:48] coordinator has been here for 20 years, you know? And so now we're coming back in and helping them

[00:15:52] set those systems back up.

[00:15:53] Yeah. Certainly since COVID team turnover has been like the number one topic. Very, very different.

[00:16:00] Yes. Yeah. And, you know, and it's sad because again, if you were to look at historically,

[00:16:07] it, it would have been nothing to have a team member stay with you all the way through your career.

[00:16:13] Um, you know, where a doctor could really say, you know, they've worked with me for 20 years.

[00:16:19] I tell doctors now we're lucky if we get two to three years out of a team member, if you get more

[00:16:24] than two to three years, I think, I think that you are doing definitely doing something right.

[00:16:31] And, you know, if I could stand on a soapbox for a minute, I think some of that issue has been,

[00:16:37] and I've really been working with my docs to really make sure that they understand this is,

[00:16:41] we have to make sure that our team members see a position in our office as a career and not just

[00:16:49] a job as to moving on to something else. And so I just think we've got some work still to do in

[00:16:53] our industry to kind of make it, um, where team members aren't like, Oh, I'm going to do,

[00:16:59] I'm going to go work at their front desk until I can get into vet school or until I can get into

[00:17:03] whatever. I mean, we've, we've got an incredible, you know, just, just an incredible industry.

[00:17:09] I just don't think we've done a good job at showcasing that it can be a, it can be a career

[00:17:14] for somebody.

[00:17:15] Yeah, for sure. I think painting the picture of the upside to the team is, is really important.

[00:17:20] You know, as the practice grows, how could you grow? It seems like that's what young people

[00:17:25] are most focused in. If they can't grow and they don't know what they're working towards,

[00:17:30] they're like, I'm out, you know? And so no longer can you be in the days of, Oh, I'm just going to

[00:17:36] hire somebody to answer the phones. When in reality, the person answering your phone should

[00:17:41] actually be a very skilled person, you know? And so what's the upside as that position grows,

[00:17:48] um, or hit certain goals or how can we incentivize them? I think it's just really, really key.

[00:17:54] Mm-hmm. Yeah. And I, and I think it is, you know, bringing it back to the very basics, even,

[00:18:00] and this is a little controversial, but you know, I, I, I coach and strongly believe this,

[00:18:07] that we should be pretty transparent with our pay scales too. You know, at this level and this

[00:18:13] amount of training you have, you're going to make between this and this at this level and this amount

[00:18:18] of training and additional, you know, job duties and whatnot, you're going to make this. And it,

[00:18:22] it doesn't have to be that, Oh, I only move up if I'm moving from clinic to TC, or I only move up if

[00:18:28] I'm moving from this role to this role. I think we should, we should be incentivizing for within each

[00:18:35] of our core positions and be very transparent that if you want to make more, if you want to do more,

[00:18:43] we're going, you know, we're going to be really transparent that there is movement and it's easy to

[00:18:48] see. And I think what's interesting is we start to see that, you know, we may, there are, most of our

[00:18:54] employees will probably be level two employees. You know, they kind of get to a point and they get

[00:18:58] really comfortable with, you know, with, with that level. Not everybody, you know, wants to be that

[00:19:03] level three or that, you know, that lead person though. I think a lot of times we want to push

[00:19:07] everybody into that, but realize we can't have a whole office of chiefs, right?

[00:19:11] Yeah. That's a good point.

[00:19:14] So I think just having a, like a bigger understanding of what, what that actually looks like. And I

[00:19:21] always pull it back to the trades, you know, when you think about the, uh, I think the, the, uh,

[00:19:26] electrical or electrician, uh, you know, the electrical industry is such a, is such a good

[00:19:30] one when you kind of think about their, how they move people along. And again, going back to that

[00:19:35] career thing, I know I'm on a little rant here about that, but that's, you know, it's good.

[00:19:39] I think it's just a good way to think about that. If you want to think about how do we keep

[00:19:43] employees and how do we keep them longer than two to three years? And I especially believe with the

[00:19:48] younger generation, they got to know that there's a purpose for them or they're just, they're going

[00:19:52] to keep moving on. It isn't, it isn't just about the pay either. They want to know that, that there's

[00:19:58] substance to what they're doing.

[00:20:00] And you have to be plugged into their goals. Like what is their goal? What do they want to accomplish?

[00:20:05] Do people want to be the top 20% or just kind of the middle 70 or, you know, where's,

[00:20:11] what are their desires and where do they want to grow? So, um, what do you see as the main

[00:20:18] constraints with a startup practice? You know, I mean, especially today you're coming out with

[00:20:24] typically a lot of debt, um, you know, prices since COVID have gone way up. Uh, so obviously

[00:20:31] there's financial constraints, but what do you see is the main constraints that it kind

[00:20:36] of holds that startup practice back?

[00:20:39] Probably the biggest hurdle in getting started is finding the right location. And, you know,

[00:20:44] I always say, you know, we work with clients from, you know, demographics to doors open

[00:20:49] and then through that first year. And if I have an opportunity to meet with a client when they

[00:20:55] are actually getting started and, you know, before they've engaged even with a commercial broker,

[00:21:00] we spend a lot of time working on the demographic component of it because, you know, you, I think

[00:21:06] it's so easy to be like, ah, I think this is going to be a good spot. It just feels good. I like the

[00:21:11] vibe of the area, you know, this, that, or the other. And then you go out and you pull these demographics

[00:21:16] and you're like, wow, you're telling me you want to have this real boutique-y practice, but,

[00:21:20] you know, do you realize the median income is 70,000? Um, you know, and you know, we've got a less

[00:21:26] than 50% ownership in the area. And, you know, and I think what's important is if we can kind of

[00:21:33] identify and help doctors figure out that, that demographic component and make sure that we're

[00:21:38] putting them into the right spot from there, I think kind of the hurdles of getting the loan,

[00:21:46] getting the equipment, getting the office design that can all work itself out. We know right now

[00:21:51] that I'm going to quote for 2024, where we're at. Banks will easily lend 750 to 850 for a startup.

[00:21:59] So, you know, and I, I joke that it's kind of like getting, um, you know, candy on Halloween.

[00:22:04] It's pretty easy to get that money. Surprisingly, it's actually easier now than it was even 10 years

[00:22:10] ago, which is nuts to me. But so, so getting the loan, isn't the issue, getting the build out and,

[00:22:16] you know, all of that is just establishing the right area. And then I think from there,

[00:22:20] it's hiring the right team and then making sure that we've got good marketing strategies,

[00:22:25] because like I'm always telling my, my docs, you know, in this first year, it is all about

[00:22:30] brand awareness. We need people to be aware that you're here. And if they can't find you on the web,

[00:22:37] you don't have a good website with good SEO. If you don't have good marketing and it can't just be

[00:22:42] one channel of marketing, you really need to do them all. Um, that is what's going to make the

[00:22:48] difference between you hitting your first year goals or not hitting your first year goals.

[00:22:52] And then I think as the practice gets open and they're going through it, I think it's for a doctor

[00:22:58] being careful with, you know, they still have to pay for all of the things, right? You know,

[00:23:03] they still have all those fixed expenses. So even though it's easy to be like, Oh, Hey,

[00:23:08] you know, I'll get everybody started with $99 down and 99 a month. That's great for an existing

[00:23:13] practice. Not great for a startup when you've got 20 to 25,000 in fixed expenses that you have to

[00:23:18] figure out how to come up with. And you've got 75,000 in working capital for the year. So,

[00:23:23] you know, I think just being so much more expensive on the front. Yeah.

[00:23:27] Yeah. So I think just being really strategizing through that and helping them again, helping them.

[00:23:34] I always talk about this as being the unsexy side of, you know, of the business is helping them

[00:23:40] understand that backside of it. Not only do you have the forward facing great patient experience,

[00:23:45] you know, it's all fun in the office. Now you've got to deal with what is your QuickBooks look like?

[00:23:50] And are you reconciling your accounts? And, you know, are you doing what you need to do to keep

[00:23:54] yourself safe so that you hit those numbers so that the AR grows and then you're moving into that

[00:23:59] next year? It sounds like so much. What do you and your team help with within all of that? I mean,

[00:24:06] obviously you can advise, but if you're going to roll up your sleeves and really get your hands

[00:24:11] dirty, what does that look like? Like if I were to come to you, I'm doing a startup. What are some

[00:24:17] of the key things that your team would help me with? All of it. I know it's crazy. We literally

[00:24:24] do everything that we just talked about. So on the front side of it, we're helping them through,

[00:24:29] you know, demographics to helping them find their brokers and their loans, figuring out their budget

[00:24:35] to determining equipment and how is that going to fit into the budget, into space design,

[00:24:42] then into operating systems. Are you going to use a Mac? Are you going to use a PC? What works better?

[00:24:48] All of that. And then when we get in to getting ready to open, then, okay, you probably never hired

[00:24:54] an employee before. Do you know how to write an Indeed ad? Do you know how to do interviews? How do

[00:24:59] we do an offer letter? Okay. Do you know how to set up your handbook? Right now we got to train. Do you

[00:25:04] know what to do when a patient comes in? So then it's just moving in and training on all core areas

[00:25:10] once we get doors open to make sure that all of those fundamental core systems are in place so that

[00:25:18] the doctor, you know, is just set up and ready to go by the end of that first year. And they've hit

[00:25:23] their financial goals. They've hit their marketing goals and they're just really set and solid because

[00:25:29] my goal as a consultant, and I know this almost sounds backwards probably is I don't want clients

[00:25:35] tethered to me from here until 20 years from now. I want to give them really good fundamental systems

[00:25:42] and know that when they're ready, when they're ready to move to that next level, which I get calls all the

[00:25:46] time, usually year four or five with a startup. And they're like, okay, Jill, you know, we're about a

[00:25:52] 2 million plus practice now and we, you know, we're ready to move. We need to get better systems

[00:25:58] in place. We're ready to do this or that. You know, I love those calls because I know that they've been,

[00:26:02] the foundation was there and now we're ready to, you know, train and just move right on to that,

[00:26:08] that next, that next level. But back to your original question, we do work in all of those areas

[00:26:14] because if a doctor doesn't understand even how to set up their chart of accounts and their QuickBooks,

[00:26:20] it can be disastrous if they, you know, if they don't realize that their money that they're

[00:26:25] collecting, you know, for those down payments isn't actually hitting their bank account. And I can tell

[00:26:30] you, I have had multiple doctors that they just didn't know to look. They just didn't know to look.

[00:26:37] Yeah. You don't know what you don't know.

[00:26:39] No. Uh-uh.

[00:26:40] Yeah. At what point do you see leadership come into play? You know, I can kind of relate with this in my

[00:26:46] own business. I was a really good technician. You know, I could do all the work and I could design

[00:26:52] and take photos and edit video and, you know, place ads and all this stuff. But then as the team

[00:26:57] started to grow, the weak link was leadership. And I kind of had to shift from doing all the things to

[00:27:05] stepping back, letting the team do it and learning how to lead. But I see this every day in orthodontic

[00:27:12] practices where they're kind of at that break point. Yeah. And there's a lot of frustration

[00:27:17] around that because, you know, orthodontist is already so busy. They have to be hands-on within

[00:27:24] the business. But at a certain point, you really have to focus on building up leaders and knowing

[00:27:31] where to spend your time and managing that and protecting that carefully. Where do you see that

[00:27:36] come into play? We touch on it a bit as we're getting going in this first year. You know,

[00:27:42] you know, something as simple as writing out your values and, you know, you know, just,

[00:27:48] just having an understanding of values and then value-based decision-making and how that will work

[00:27:53] and impact you in your practice and having an understanding of what does it mean, you know,

[00:27:58] when you think about experience and, you know, managing a team member, because, you know, again,

[00:28:03] most of the time, most, most docs have never even had to be in a position where they're over somebody,

[00:28:08] where they have to run up against somebody. And, you know, so we do coaching along the way with that,

[00:28:15] but definitely not leadership like what you're talking about. And I personally think,

[00:28:22] even looking at myself in business, I think you really start to understand the importance of that

[00:28:29] at about year four or five in a practice where you can't just coast anymore and you can't be Superman

[00:28:35] or Superwoman. And I think, you know, in our first years, I think all business owners are, we're very

[00:28:41] much, we've got that Superwoman, Superman complex, right? You know, I can do it all. I can keep track

[00:28:45] of it all. And there comes this tipping point or this breaking point where you really have to trust your

[00:28:51] team. Again, I'm going to use that, you know, who, you know, we have to trust our who's,

[00:28:56] you know, and hopefully you have put those in place. But I think it's a very difficult thing

[00:29:02] because it takes the doctor, it takes that, that work, that interpersonal work as a business owner

[00:29:09] to constantly be working to be better. You know, yeah, you're tired, but are you reading business

[00:29:15] books? Are you getting out there and exposing yourselves to, um, you know, different trains

[00:29:22] of thought, different podcasts, different, you know, things that help you be a leader? Because

[00:29:27] ultimately I think if you cannot be a good leader, you just will not have a great practice.

[00:29:33] Yeah, you're tapped.

[00:29:34] Yeah. And, and I think there's a point where I think you could make the argument, well,

[00:29:39] you could eventually put somebody in place to be that leader, but you have to be making a pretty

[00:29:46] good amount of money to have somebody in place to really be able to, to do that for you.

[00:29:51] Um, then you have to lead that person, you know?

[00:29:54] Exactly. It's, it's still, it still has to happen. And so I would love to say that,

[00:30:00] you know, it, it, it's, it happens earlier. I can look back and say, gosh, I wish even me,

[00:30:07] you know, when I look back at the Jill 18 years ago is very different than the Jill,

[00:30:11] you know, now, and I hope to be very different than who I am 10 years from now, another 18 years

[00:30:16] from now, but I commit myself to doing the work though. And I think those of you who do the work,

[00:30:22] you know, it, it, it really is. And it's just little things, little nuggets. It's not a whole

[00:30:28] book. You may read the whole book and you may pull one little thing out of it and be like, ah,

[00:30:33] that was, that was the, you know, the turning point to this next thing to opening my eyes up to this or

[00:30:39] that. So I think it's a ever, ever growing, you know, process. And, and I think, you know,

[00:30:46] being willing to adapt and just know that you cannot do it all. You can't, you'll be your own

[00:30:50] bottleneck. Yeah. Adaptability is huge. Yeah. So kind of nearing the end, this has been an awesome

[00:30:56] discussion, but when you think back over the past 18 years and maybe there's one story, I know you

[00:31:04] probably have tons, but the, the one story that's like this story, this office, this doctor really

[00:31:12] represents why we do what we do, you know, and you don't have to share names or anything, but what,

[00:31:18] paint that picture for us, you know, what is that, that story, maybe that situation and, and how that

[00:31:24] doctor office team kind of grew with you guys? I don't think I'm going to pick it at one, but, um,

[00:31:30] for, for us and, um, I, I think this will answer your question. Every year I have between one and

[00:31:42] two, um, some, uh, we might end up with three this year, um, but practices that, um, that hit a million

[00:31:49] bucks. Um, you know, they, they do a million dollars in their first year and that is a, and, and I,

[00:31:57] and I say that, um, to, to answer your question, what I have seen consistently with my practices

[00:32:04] that hit that, and I have a lot that come really close. So, you know, it's, it's almost like this

[00:32:09] internal joke with a lot of my docs, like I'm going to be the one, no, I'm going to be the one,

[00:32:13] you know, we have a lot of competition. Yeah. Yeah. And you know, we have a lot that, you know,

[00:32:18] are in that seven to 800 mark, but you know, to, to hit a million or over a million. Um,

[00:32:23] and what I consistently see with at least our group is that I've got doctors that are very aware

[00:32:31] of their vision and where they're going. They have done the work and put in the time to commit to what

[00:32:40] it takes to just doing everything and trusting the process, just trusting that I have, there isn't a

[00:32:49] single place that I can slack on. I can't be like, yeah, well, I'm going to work at my associateship

[00:32:54] job and then I'm going to try and come in four days here, you know, four hours here and two hours

[00:32:58] here and an hour here and think that that's going to work. You know, they, they have, they have seen

[00:33:04] the vision, they have understood, you know, the assignment and they have executed from start to finish

[00:33:10] and, and they're very self aware of the learning that they need to do. So it wasn't like Jill just

[00:33:18] spoon feed me everything. And you know, that way, I mean, they, they did the work to be engaged,

[00:33:24] to have the conversations, to go through the training, to be committed all the way. And I think,

[00:33:30] you know, that is just such a fun thing to see, um, because it becomes very apparent in the,

[00:33:37] they're, they're just constant constants that I see with my docs that, that hit those numbers.

[00:33:42] They've got very similar traits and it's not that, oh, well, they're just smarter than the other ones

[00:33:47] or they, you know, cause I mean, heck every, every orthodontist out there is top was top of their

[00:33:52] dental class. Right. You know, so it's, it's not that it's not that it's more just, they really

[00:34:00] understood that it took and it will take the hard work in, you know, in doing it. And you just can't

[00:34:06] sit back and think that it's going to come to you. Yeah. It can't be one foot in. Yeah. No.

[00:34:12] And I, I see the people who commit to the process, uh, kind of stay humble and, and want to grow and

[00:34:21] listen to people who can help them grow. They take action and they really fall in love with the

[00:34:26] journey versus being so stuck on, I've got to make it to this outcome. And then you see, sometimes

[00:34:33] people just come up with excuses of, well, this person did this or, you know, it should have worked

[00:34:40] out like this. And, and a resilient person who, you know, I think that's who it takes to hit that

[00:34:46] million dollars in the first year. They will look at maybe failures, setbacks as feedback and what's

[00:34:53] the learning lesson here. And how can I, how can I take this to not make the same mistake again

[00:34:59] and really grow from this situation versus complain? You know, we've all done it. We've

[00:35:05] all blamed this or that for our, our business. But I think the people who continue to grow and,

[00:35:12] you know, the people who look at things more optimistically or find the positive in a situation,

[00:35:18] you can just keep growing. You can literally be wherever you want to be. And we've seen this even

[00:35:24] within orthodontics, you know, the people who want to build these huge practices, they can't,

[00:35:29] you know, and if they want to stay very boutique and really focus on profitability, they can do that

[00:35:37] too. So you, you can kind of create whatever you want to create if you commit to the process and

[00:35:43] nobody's going to do it for you. Yeah. Yeah. And I, I think you're, you're, you're so right,

[00:35:48] right on. And, and what, what you just said, I mean, that, that's exactly it. Those,

[00:35:52] those attributes that you just see those, you know, very consistently. And I, you know,

[00:35:57] I think about again, because I, I'm pretty sure we're going to have three hit this year and for all

[00:36:03] intents and purposes, you know, most people were screaming about how horrible 2024 was, right.

[00:36:08] You know, we've heard it over and over. Oh, it wasn't a great year. Oh, this, that, and the other.

[00:36:12] And to think we're going to, I'm pretty sure we'll have three hit this year by, by the end of our

[00:36:17] year. I, you know, I go again, that's, that's a lot of just hard work, you know, doing what they

[00:36:22] need to do. And I always tell my docs, you know, take a minute anytime we get to an end of a contract.

[00:36:27] And I always say, okay, I just want you to take a minute and look back because I think one of the

[00:36:32] biggest disservices we do to ourselves as owners, um, and you know, business owners is to, we're always

[00:36:41] looking ahead and we never take a chance to like really revel in what we've done. Um, you know,

[00:36:46] it's always like, Oh, I got it now. It's the next thing. It's the next thing. And I always like to,

[00:36:50] you know, have an end of the year, uh, you know, meeting with my docs and I'm like, okay, now I

[00:36:54] just want you to, you know, I want you to look back and go, we started at zero. Like you had no

[00:36:59] patience. Nobody knew your name. Nobody. I mean like you had nothing, nothing. And now look at the

[00:37:06] number that you're at there. You didn't think you were going to do this and you did it. And now next year,

[00:37:10] we're, we're just going to double that, you know, and it's, it's just such a fun thing to like,

[00:37:15] you know, let them just kind of sit in that for a minute, you know, no matter where, no matter what,

[00:37:19] what number they hit, but it's especially exciting when we have those, those big numbers and they're

[00:37:24] like, yeah, you're right. I did do that. And I'm like, yes, you did. Doggone it. Now celebrate

[00:37:28] yourself. Yeah. What a moment, you know, that's incredible to be able to celebrate that with the

[00:37:34] business owner. So, so cool. Well, for those watching or listening, how can people get in touch

[00:37:40] with you? Sure. Sure. So, um, my, my business is Jill Allen and associates. Uh, you can go to our

[00:37:47] website. That's probably the easiest way. www.practiceresultswithans.com. Um, you can just

[00:37:56] pop right on, uh, talk to Jill, fill out a form. It'll take you right to my, uh, zoom link and we

[00:38:02] will be doing a call. Um, if you're ever, I mean, they've got this great podcast, but if you ever want

[00:38:07] to, you know, listen to one that's a little more geared towards startups, I have a podcast called

[00:38:11] Hey Docs. Um, you can pop onto that at any point as well. Those are probably the two easiest ways

[00:38:16] to, to reach out. Awesome. Well, this has been so fun. I'm glad you were able to come on.

[00:38:21] Yes. Thank you for having me. It's been an absolute pleasure. Thank you.

[00:38:25] Thank you.