Ortho Marketing Live

Ortho Marketing

The marketing pros at Ortho Marketing share tips, tricks and best practices to enhance marketing efforts for your practice.Interviews, tips and new ways to take your practice to the next level can all be found here at Ortho Marketing's Podcast.

  1. MAR 24

    OM. Ep 183- How to Increase Orthodontic Case Acceptance in 2026: Conversion Tips for Treatment Coordinators & Practice Owners

    Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what’s really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table. What You’ll Learn: The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approaches About Shelley Bostrom Introducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals. Learn more about Align My Practice: https://alignmypractice.com Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/ 🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

    20 min
  2. MAR 18

    OM. Ep 182- The Peak Orthodontic Practice: KPIs, Marketing & Growth Strategies with Mike Gusching

    Building a successful orthodontic practice today takes more than just great clinical work— it requires strong fundamentals, clear direction, and the right metrics to guide growth. In this Ortho Marketing episode, host Dean Steinman sits down with orthodontic expert, author, and orthodontic industry expert Mike Gusching to break down what truly drives a high-performing practice. Mike shares key insights from his book The Peak Orthodontic Practice, including the importance of knowing your numbers, defining your vision, strengthening team culture, and leveraging patient relationships to fuel sustainable growth. If your practice feels stuck or you’re looking to level up, this episode is a must-listen. What You’ll Learn: The key KPIs every orthodontic practice must trackWhy defining your vision and differentiator is critical for growthHow strong team culture impacts patient experience and conversionsThe role of word-of-mouth and patient referrals in modern marketingIndustry trends shaping the future of orthodonticsAbout Mike Gusching Mike Alan Gusching is a speaker, author, and orthodontic industry expert with a lifetime of experience in the field. The son of an orthodontist, Mike grew up working in a family practice and has since built a career spanning multiple orthodontic companies and over 1,000 practice visits. His most recent book, The Peak Orthodontic Practice: 20 Lessons and Interviews from Over 1,000 Practice Visits, became an Amazon #1 bestseller and is a must-read for any orthodontist looking to elevate their practice. Mike brings a rare combination of firsthand clinical exposure and broad industry insight to every conversation making him an unique voice in orthodontics today. Link to his book: https://www.amazon.com/Peak-Orthodontic-Practice-Lessons-Interviews/dp/B0GJZ2WGGF/ref=sr_1_1?crid=1QFMFL6R0428U&dib=eyJ2IjoiMSJ9.vj2gNWGrpr2qgY0tFcQo_pk_XGjwHAzdfG5MiUSB7_LVyWqMnk2tHf9HEofRi2gA.2V7eTaRQEv6mrpFyFIvKUd8vD11WWLGdHwCylY77RbQ&dib_tag=se&keywords=the+peak+orthodontic+practice&qid=1772045039&s=books&sprefix=%2Cstripbooks%2C310&sr=1-1 Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/ 🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

    26 min
  3. FEB 25

    OM Ep. 181- Beyond the Hype: Turning AI Into Your Unfair Advantage

    We’re kicking off 2026 with a powerful conversation on the future of orthodontic marketing and AI. Artificial intelligence is transforming orthodontic marketing and practice growth— yet many teams are still only using a fraction of its potential. In this episode of Ortho Marketing, host Dean Steinman sits down with Heartwise Collective founder Lindsay Quinn to explore how practices can move beyond basic AI tools and start building smarter, more efficient systems. Lindsay shares practical strategies to help orthodontists and dental teams streamline operations, improve team performance, enhance patient communication, and create a real competitive advantage without losing the human connection that matters most. What You’ll Learn: How AI is reshaping orthodontic marketing and practice workflowsSimple first steps to start using AI in your practice todayCommon mistakes teams make when adopting AIWhy early adopters gain a powerful edge in today’s marketAbout Lindsay Quinn Lindsay Quinn is the Founder of Heartwise Collective, an orthodontic consulting firm specializing in operational systems, financial optimization, and AI integration. With 22 years of industry experience, including eight years with Dr. Richard McLaughlin's renowned San Diego practice and seven years consulting with one of the industry's most elite firms, Lindsay is known for her hands-on implementation approach. She is also the co-founder of The Ortho Society, an innovative annual event for orthodontic practice owners. Learn more about Heartwise Collective: heartwisecollective.com Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/ 🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

    28 min
  4. 06/20/2025

    OM Ep. 180- Dental Practice Legal Compliance: Essential Advice from a Dental Attorney

    In this Ortho Marketing episode, Dean Steinman is joined by Gary Sastow, Partner at Danziger & Markhoff LLP, to discuss the legal essentials every dental practice owner needs to know. From regulatory compliance and risk management to contracts and employee matters, Gary shares expert insights to help practices stay protected and legally sound. Whether you're starting, growing, or managing a practice, this episode is packed with must-know legal guidance. Ready to elevate your practice? Contact us! https://orthomarketing.com/contact-us/ About Gary Sastow Gary Sastow has over twenty-five years of experience in the practice of law. While maintaining a broad scope of practice, Gary focuses on representing healthcare professionals in all aspects of their business, professional and personal lives. Having been raised in a family of physicians, he possesses a unique understanding and insight into the business of practicing a healthcare profession. Combined with his years of practice in what has become a more complex and highly regulated industry, Gary’s clients see him as a trusted advisor, confidant, and advocate. On an ongoing basis, he works with clients on transactional matters, regulatory compliance issues and problem solving including providing representation to clients under professional investigation before OPMC, OPD or the Justice Center. Gary is a prolific speaker and author of professional articles in various publications. He has also served as an adjunct professor at Pace University teaching Health Law and Policy and Not for Profit Organizations. Gary is a recommended legal services provider for the NYS Dental Association. D&M now provides representation to clients under professional investigation before OPMC, OPD or the Justice Center

    39 min
  5. 05/30/2025

    OM Ep. 178- Are You Undercharging? How Pricing Strategy Impacts Your Bottom Line with Carl Stoddard

    In this Ortho Marketing episode, Dean Steinman is joined by Carl Stoddard, President of Doctors CFO. They discuss how your pricing strategy could be holding your practice back. They dive into the true cost of undercharging, how to evaluate your current pricing, and proven strategies to increase profitability without sacrificing patient satisfaction. If you're looking to boost your bottom line, this is an episode you won't want to miss.  Ready to elevate your practice? Contact us! https://orthomarketing.com/contact-us/ About Carl Stoddard Carl Stoddard is an accomplished senior executive, board member, and the President of Doctors CFO, with over 20 years of success across medical, financial, insurance, technology, and software industries. His expertise in corporate finance, financial analysis, and strategic planning has made him a trusted advisor to companies navigating profit and loss management, business model development, and accounting system implementation. Since founding Doctors CFO in 2009, Carl has specialized in providing financial guidance to physician-owned practices, helping clients achieve stability, growth, and expansion in both single-practice and multi-practice settings. His extensive experience in business development, budgeting, and financial planning positions him as a key resource for healthcare professionals seeking sustainable success. Carl holds a Bachelor’s degree in Accounting from Idaho State University and an MBA from Arizona State University. A Certified QuickBooks Advanced Online ProAdvisor with Diamond Status, he is committed to professional development and has gained significant experience in board leadership throughout his career. Outside of his professional life, Carl enjoys spending time with his wife, Stacey, their five children, and three dogs. An avid audiobook listener and music enthusiast, he values creative outlets as a way to relax and recharge.

    25 min

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out of 5
5 Ratings

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The marketing pros at Ortho Marketing share tips, tricks and best practices to enhance marketing efforts for your practice.Interviews, tips and new ways to take your practice to the next level can all be found here at Ortho Marketing's Podcast.

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