Hey Docs!

Jill Allen
  • 4,8 (38)
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Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey. Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation. Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice. Tune in weekly. Episodes drop every Thursday!

  1. From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America

    -1 ДН.

    From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America

    "It's just expensive to do it these days."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill Allen and Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership. Connect With Our Guest Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroeker Takeaways Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending.The lending landscape is currently stable with increased loan amounts for startups.Young doctors should focus on financial preparation during their education.Credit card debt can significantly impact future borrowing capabilities.Having savings set aside is crucial for new practice owners.Evaluating existing practices involves analyzing actual financials and cash flow.Startup loans often have a graduated payment structure to ease financial pressure.Building a strong support team is essential for success in practice ownership.Construction and technology costs have significantly increased for new practices.It's important to understand how loan funds will be allocated in a startup. Chapters   00:00 Introduction 03:30 Current Lending Environment 06:06 Financial Advice for Young Doctors 10:31 Evaluating Practice Purchases 13:58 Markers for a Healthy Practice 17:00 Balancing Practice Purchase with Additional Workl 20:39 The Importance of a Supportive Team 23:41 Discussing Startup Costs and Loan Structures 26:17 The Reality of Startup Loans and Financial Flexibility 31:56 The Importance of Financial Planning and Safety Nets 34:35 Final Thoughts on Acquisitions vs. Startups 36:24 Contact Info  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    39 мин.
  2. Joy and Gratitude: The Journey of Building Mindset with Caley Carroll

    5 ФЕВР.

    Joy and Gratitude: The Journey of Building Mindset with Caley Carroll

    "Every chapter has value."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill Allen and Caley Carroll explore the journey of entrepreneurship, the challenges of personal adversity, and the importance of maintaining a positive mindset. Caley shares her experiences with bankruptcy, a traumatic brain injury, and her son's rare cancer diagnosis, emphasizing the tools of gratitude and perspective that have helped her navigate these challenges. The discussion highlights the value of every life chapter and the power of choice in how we respond to adversity. Connect With Our Guest Caley Carroll - https://www.caleycarroll.com/matureishmommas Takeaways Caley's journey began with a desire to be at home with her children.She transitioned from real estate to fitness and personal training.The 2008 recession prompted her to pursue her fitness business more seriously.Caley became a positivity influencer, focusing on mindset and gratitude.Adversity can lead to personal growth and new perspectives.Practicing gratitude daily can shift your focus and improve your mindset.It's important to embrace challenges as opportunities for growth.Caley's son's cancer diagnosis tested her resilience and positivity.Every chapter of life has value and contributes to personal development.Strength comes from opening up to support and connection with others. Chapters   00:00 Introduction to Caley 02:54 Caley's Journey: From Real Estate to Fitness 03:45 Building a Business and Embracing Positivity 07:35 Facing Personal Challenges and Resilience 13:26 The Power of Gratitude and Perspective 17:15 Caley's Son's Diagnosis and Coping Mechanisms 25:25 Building Muscle Memory for Coping 27:15 The Power of Gratitude 29:15 Embracing Mindfulness and Yoga 31:34 Visualization and Meditation Techniques 35:10 Empowerment Through Ownership 40:06 Final Thoughts and Contact Info Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    45 мин.
  3. Revolutionizing Patient Intake Using AI from BerryStudio

    29 ЯНВ.

    Revolutionizing Patient Intake Using AI from BerryStudio

    "Forget the noise, go back to the basics."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs, Jill sits down with Karthik Moorthi, the co-founder of BerryStudio, who shares his fascinating journey from a tech-savvy upbringing in the Bay Area to establishing a successful business in the orthodontic industry. Karthik recounts his early experiences in India, where he launched an e-commerce platform for wedding invitations, and how his path eventually led him to dentistry through his wife, Nora. The conversation delves into the inception of Berry Studio, which aims to streamline the patient intake process in orthodontics using innovative technology, including AI-driven solutions for insurance verification and patient engagement. Karthik discusses the challenges and opportunities presented by AI in healthcare, particularly in navigating compliance with regulations like HIPAA. The episode also explores the evolving landscape of how AI and digital platforms are reshaping the way patients find and engage with orthodontic practices. Karthik shares valuable insights on marketing strategies for orthodontists, including the significance of user-generated content and the need to adapt to changing patient behaviors in a digital-first world. Connect With Our Guest BerryStudio - https://berrystudio.ai/ Takeaways Karthik's journey reflects the challenges and opportunities of entrepreneurship.Berry Studio aims to revolutionize patient intake and insurance verification with AI.AI can enhance patient experiences but must comply with healthcare regulations.The importance of understanding HIPAA and data privacy in using AI tools.Patient education is crucial for successful consultations in orthodontics.The future of patient interactions may shift towards AI-driven platforms.Marketing strategies must adapt to the rise of AI in consumer behavior.Cloud stacking can enhance online visibility for orthodontic practices.User-generated content is vital for building trust in the digital age. Chapters   00:00 Introduction to Karthik and BerrtyStudio 04:48 The Birth of BerryStudio 12:56 Challenges and Innovations in AI for Orthodontics 13:56 HIPAA Compliance and AI in Healthcare 21:48 Personal Anecdotes and Cautionary Tales 25:05 The Role of AI in Orthodontics 26:50 Amazon's AI Search Revolution 30:15 Strategies for Leveraging AI in Orthodontics 36:17 OrthoStudio: Enhancing Patient Intake 42:50 Contact Info and Final Thoughts Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    46 мин.
  4. Navigating Healthcare Real Estate: Insights from Colin Carr

    22 ЯНВ.

    Navigating Healthcare Real Estate: Insights from Colin Carr

    "You need options to have leverage."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill Allen welcomes back Colin Carr, a seasoned expert in healthcare real estate. Colin shares his journey from a generalist in commercial real estate to specializing in healthcare, driven by the realization that many doctors lack proper representation in real estate transactions. He discusses the evolution of his company, which now operates nationally, representing thousands of healthcare providers. The conversation delves into the current state of the commercial real estate market, highlighting the competitive landscape, especially in healthcare, and the importance of understanding lease agreements and ownership options for healthcare professionals. The episode concludes with practical advice for healthcare professionals considering their real estate options, underscoring the need for expert guidance in a complex and evolving market. Connect With Our Guest CARR - https://carr.us/ Takeaways You can always refinance.You have to play the hand you're dealt.The number one mistake is trying to do it yourself.You need options to have leverage.90% of the time, the lease rate is higher than the landlord would charge a new tenant.You can't time the market perfectly.The landlord's motivation changes if they know you're willing to move.You should always submit the offer, not vice versa.Most doctors are off by several months on their lease expiration dates.You need to start your lease renewal process at least 12 months in advance. Chapters   00:00 Introduction to Colin and CARR 06:53 The Current Commercial Real Estate Market 12:18 Leasing vs. Owning: Making the Right Choice 23:49 Common Mistakes in Lease Negotiations 26:23 The Pitfalls of DIY Negotiations 27:50 Leveraging Options for Better Lease Terms 29:17 Common Mistakes in Lease Renewals 30:43 The Value of a Commercial Broker 37:49 Timing and Strategy for Lease Renewals 40:26 Negotiating with Landlords: Key Insights 44:22 Final Tips and Contact Information  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    51 мин.
  5. Transforming Referral Management with Bright Referral

    15 ЯНВ.

    Transforming Referral Management with Bright Referral

    "40% of doctor-to-doctor referrals just disappear."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this conversation, Jill interviews Liz Sudit, co-founder of Bright Referral, about the challenges and solutions in referral management within orthodontics. Liz shares her journey in co-founding the company, emphasizing the importance of building relationships with referring doctors and leveraging technology to streamline the referral process. The discussion covers the significance of understanding the referral process, the role of data in improving referral management, and innovative marketing strategies to enhance patient referrals. Liz also addresses how Bright Referral can benefit both startup and established practices, highlighting the need for tailored solutions and the value of fostering trust in professional relationships. Connect With Our Guest Bright Referral - https://www.brightreferral.co/ Takeaways Bright Referral was founded to solve real problems in orthodontic practices.Referral management is a critical aspect of orthodontic marketing strategies.Building relationships with referring doctors is essential for successful referrals.Technology can significantly improve the referral process and patient experience.Understanding the referral process helps practices identify areas for improvement.Tailoring solutions to fit different practice needs is crucial for success.Data-driven insights can enhance referral management and marketing strategies.Innovative marketing approaches can help practices tap into new referral sources.Startups can benefit from implementing Bright Referral early in their practice.Trust and relationship-building are key components in the referral process.Chapters   00:00 Introduction to Liz and Bright Referral 03:38 Challenges in Referral Management 07:28 Digitizing the Referral Process 10:32 Building Relationships for Business Growth 22:37 Addressing Patient Follow-Up Challenges 24:22 Expanding Referral Sources Beyond Doctors 25:06 Tracking and Managing Referrals Digitally 29:51 Using Data to Improve Referral Processes 36:14 Adapting Bright Referral for Different Practice Stages 38:58 Contact Info and Closing Thoughts  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    41 мин.
  6. Designing Your Ortho Space: Architectural Insights from Felipe Lopez

    8 ЯНВ.

    Designing Your Ortho Space: Architectural Insights from Felipe Lopez

    "You can't change a design flaw easily."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this conversation, Jill sits down with Felipe Lopez from JoeArchitect to discuss the intricacies of designing dental and orthodontic practices, emphasizing the importance of functional design, the differences between architects and designers, and the value of full-service architecture. They explore the role of MEP (mechanical, electrical, plumbing) in the design process, the necessity of detailed drawings, and the concept of value engineering to manage costs. The discussion also provides insights for doctors on how to choose the right design services and the importance of investing in a well-thought-out design for long-term success. Connect With Our Guest JoeArchitect - https://joearchitect.com/ Takeaways Designing an orthodontic office requires a focus on functionality first.The difference between architects and designers is significant in service levels.Full-service architecture provides comprehensive support throughout the process.MEP engineering is crucial for a successful design and construction.Detailed drawings are essential to avoid costly surprises during construction.Value engineering can help reduce costs without compromising design integrity.Doctors should be proactive in understanding their design services.Investing in quality design is critical for long-term practice success.Communication between all parties is key to a smooth construction process.Reaching out early in the design process can save time and money. Chapters   00:00 Introduction to Felipe and JoeArchitect 04:02 The Importance of Functional Design 08:14 Understanding Full Services vs. Limited Packages 14:07 The Role of MEP in Architectural Projects 23:51 The Importance of Detailed Drawings 29:16 Challenges in Construction Detailing 30:33 Visualizing Complete Drawings 33:56 Bidding and Value Engineering 41:18 Advice for Doctors on Design Services 48:38 Contact Information and Final Thoughts  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    53 мин.
  7. Streamlining Supply Ordering with Details

    1 ЯНВ.

    Streamlining Supply Ordering with Details

    "Peace of mind about supplies is our goal."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional supply ordering methods. Nick shares insights on identifying red flags in inventory systems, budgeting for effective solutions, and the resilience required in building a startup. The discussion emphasizes the need for practices to adapt and innovate in order to thrive in a competitive landscape. Connect With Our Guest Details - https://orthodonticdetails.com Takeaways Nick Wangler's background in technology and consulting led to the creation of Details.Details aims to simplify the supply ordering process for orthodontic practices.Inventory management is crucial for maintaining efficiency and reducing costs.Practices often struggle with hidden costs in their supply ordering.Technology can help practices modernize their inventory systems.Identifying red flags in inventory management can prevent future issues.Budgeting for inventory solutions is essential for practice growth.Resilience is a key trait for success in business and startups.The importance of adapting to new technologies in orthodontics.Practices should focus on efficiency to improve patient care and business outcomes. Chapters   00:00 Introduction to Nick Wangler and Details 03:18 Challenges in Orthodontic Supply Management 04:06 Benefits of Using Details for Supply Management 05:37 Inventory Management Insights 08:50 Modernizing Orthodontic Practices 23:20 Planning for the Future: Budgeting and Embracing Technology 24:17 Inventory Management Tips 29:24 Efficiency in Ordering and Outsourcing 31:04 Building a Startup: Lessons and Insights 36:55 Get in Contact and Final Thoughts  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    44 мин.
  8. David vs. Goliath: Scaling Against Corporate Giants with John D. Marvin

    25.12.2025

    David vs. Goliath: Scaling Against Corporate Giants with John D. Marvin

    "Private practice conceded the battle."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this conversation, John Marvin shares his extensive journey in healthcare marketing, particularly focusing on the challenges faced by private practices due to corporate influences. He emphasizes the importance of understanding consumer needs through research and the necessity for private practices to engage with their communities authentically. The discussion also highlights the critical role of patient experience and convenience in retaining clients and competing against larger corporate entities. Connect With Our Guest John D. Marvin - john@johndmarvin.com  Takeaways John's journey in healthcare marketing began in the early 80s.He emphasizes the importance of consumer research in marketing strategy.Private practices must engage with their communities to thrive.Convenience is a key factor in patient retention.Marketing should focus on building authentic relationships with patients.Corporate influences can negatively impact private practices.Practices need to justify their pricing through value and service.Community involvement can differentiate private practices from corporates.Every patient interaction should feel special and engaging. Chapters   00:00 Introduction and Guest Welcome 01:46 John D Marvin's Journey with TSO 06:41 Challenges in Private Practices and Marketing Strategies 13:50 Combating Low-Cost Competitors 19:54 Community Involvement and Private Practice 36:15 Final Thoughts and Contact Information  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.      New episodes drop every Thursday!

    36 мин.
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Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey. Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation. Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice. Tune in weekly. Episodes drop every Thursday!

Информация

  • Автор
    Jill Allen
  • Годы выхода
    2022 - 2026
  • Выпуски
    183
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright Jill Allen
  • Сайт подкаста
    Hey Docs!

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