The Wealthy Momentum Podcast with Jimmy Nicholas and Dr. Dustin Burleson

Why do patients and clients really buy? In this episode, Jimmy Nicholas and Dustin Burleson walk through the psychology behind buying decisions and what it means for your business or practice.

**In this episode:**

* Gary Halbert's hamburger stand question, and why a starving crowd beats a better product
* Why trust and risk removal outweigh price
* Why good, better, best offers should start high, not low
* Access as a reason to buy: memberships, priority service, and VIP plans
* Place and price: golf tournaments, Yankee Stadium hot dogs, and showing up where no one else is
* Lifetime customer value, and why the Ritz-Carlton lets front line staff fix problems on the spot
* Why one person should be able to say yes, and two should be needed to say no
* Why too many options can hurt, and why focus wins

**Resource mentioned:** Why We Buy by Paco Underhill

**Free resource:** Get the Buying Decision Audit at momentuminsiders.com

Next month: the year-end audit and what to look for in your business as the new year approaches.

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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Most business owners are spending a fortune renting media and systems they will never own. In this episode, Jimmy Nicholas and Dustin Burleson dig into the difference between owned and rented assets in your business, and why getting this wrong costs you far more than money. It costs you the value of the business itself.

In this episode:

• Why your patient or client list is the actual business, not the equipment or the real estate
• List segmentation and how AI finds the patterns you will never see manually
• The smart way to use books as owned media in 2026 (and why just writing one is no longer enough)
• Podcasts, directories, and websites: what you own and what you are renting without knowing it
• Agentic AI, phone systems, and how sophistication determines whether your AI sounds like everyone else in your market
• The Four Seasons model vs. the Walmart model and why congruence matters more than the technology
• Why automating everything is the wrong goal, and where automation actually belongs
• Dan Kennedy's principle: the worst number in business is one

Resources mentioned:
MomentumInsiders.com
WealthyEntrepreneur.com

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

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Most owners have never put a number on the business they have spent their life building. This episode puts one there.

Jimmy Nicholas and Dustin Burleson take apart what a business is actually worth, what changes that figure, and what an owner can do about it long before a sale is on the table. Jimmy sold his agency to private equity in 2019, and he walks through the parts nobody warned him about. Dustin has bought, sold, and advised on the other side of the table, and he brings the buyer's view of what makes a business worth paying up for.

**In this episode:**

- Why the consultants Jimmy paid tens of thousands of dollars were wrong about a personality-based business being unsellable
- The question that tells you whether you own a business or a high-paying job: if you were gone tomorrow, does it tank in 90 days
- **Recastable expenses** and the owner salary add-back, and why the math changes once EBITDA crosses one million dollars
- Why recurring revenue commands a different class of multiple, and how consumer brands get valued on revenue rather than earnings
- The **Rule of 40**, and the third, third, third formula Jimmy ran as guardrails without knowing it had a name
- Dustin's three rules of negotiation: who you are dealing with, never negotiating under duress, and going one year further back in due diligence than you think you need to
- Why the best negotiating position is not needing the deal

**Timestamps**

- 00:00 Intro
- 00:18 Why this topic, and the four kinds of owner listening
- 02:18 Small business as a wealth generation vehicle
- 03:18 Addressing the skeptic: what the consultants got wrong
- 08:18 What building it to sell actually changes about running it
- 10:18 Exit strategy: why are you getting off the highway
- 13:18 The 90 day test
- 16:18 Jimmy's 2019 sale, and what the buyer could give his team that he could not
- 20:18 EBITDA, recastable expenses, and the owner salary line
- 23:18 Multiples by industry, and revenue multiples versus earnings multiples
- 26:18 The Powerball whiteboard exercise
- 30:18 Creating your own luck, and the room where Jimmy raised his hand
- 32:18 Due diligence, and why it is worth going through
- 35:18 What a bad negotiation looks like
- 40:18 The liability line, and the question Jimmy asked his attorney
- 44:18 What each of them wishes they had known
- 48:18 The Rule of 40
- 54:18 What is coming next month

**A note on the numbers.** The multiples in this episode are not one range. Jimmy speaks generally about businesses under one million dollars in EBITDA. Dustin's four, seven, and ten times figures are scoped to orthodontics specifically, and his Uber, Airbnb, and DoorDash figures are multiples of revenue rather than earnings. Know which one applies to you before you anchor on it.

**Get the resources.** The valuation worksheet for this episode, along with the full transcript and everything referenced, is at [MomentumInsiders.com](https://momentuminsiders.com). Free to join.

**Next month:** owning your assets versus renting them, and the things in your business you may think you own but do not.

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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This is the finale of a three-part trilogy on finding and freeing the growth already sitting inside a business you own. EP 65 covered what to keep and what to kill. EP 66 covered the hidden money in your market. EP 67 answers the next question: who actually captures it, and what happens when your team, or you, becomes the thing slowing everything down.

Dustin and Jimmy soften a hard title into a useful one. As the founder, you are part of the team too, so this is not about blame. It is about a simple truth: most problems in a business are system performance problems, and the fastest way to fix them is to remove the bottleneck. Money loves speed.

The four levers covered in this episode:

• Revenue per employee (RPE). The one diagnostic most owners have never calculated. Take total revenue, divide by total headcount, and you have a proxy for how efficiently your business turns people into profit. Jimmy shares how his team went from about $37,000 per team member to roughly $125,000, a 3x jump in 18 months, by getting the right people in the right seats.
• Time allocation and task audit. Where your hours actually go, and what to stop doing. The highest performers are almost all signal and no noise. Growth usually comes from subtraction, not addition.
• The founder as the bottleneck. The hardest one to look at. If someone else can do your job, you may be in the wrong chair. Ask your team one question tomorrow: what are you not doing that you would love to do if I got out of your way?
• Systems and AI integration. How to move fast without breaking what matters. Aggressive and secure are not mutually exclusive. If you are going to use AI in a business that handles sensitive data, do it the right way.

Get the resources for this episode at MomentumInsiders.com. Become an insider and get the revenue per employee calculator (Google Sheets and Excel), the benchmarks, and the time and task audit that walk you through all four levers.

Next month: what is your business actually worth? Everything in this trilogy feeds into that one calculation.

Hosted by Dustin Burleson and Jimmy Nicholas.

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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Your next dollar is not hiding in a new ad campaign. It is hiding inside the business you already built.

In this episode, Jimmy Nicholas and Dr. Dustin Burleson pick up where Episode 65 left off. Once you have decided what stays in your business based on principle, the next question is how to make what stays more efficient. The answer: 15 to 30 percent of additional revenue is usually already there, with no new customer required.

They walk through five profit levers you can pull this month.

LEVER 1 — Database Reactivation

Rekindling a relationship costs a fraction of buying a new one. A short, personal "are you still interested" message can restart conversations that ad spend cannot touch. Dustin shares why customers reactivate as far out as 24 months, a pattern visible in public filings from a large direct-to-consumer brand, and why "they are not coming back" is almost always an excuse. The deeper point: reactivated buyers often want to buy differently, so listen to what they are actually asking for.

LEVER 2 — Missed Calls and Speed to Lead

Almost no one leaves a voicemail anymore, so a missed call is usually a lost sale. The hosts cover AI receptionists, instant text-back, and after-hours coverage, with client examples discussed in the episode including a multi-location group that recovered tens of thousands in a single month from previously ignored missed calls. The principle stays simple: answer the phone, and answer it like a human whenever you can.

LEVER 3 — No-Shows and Schedule Gaps

You often do not have a lead problem. You have a scheduling problem. Dustin explains how opening hours competitors do not offer, and staggering the team, turned slow days into the busiest ones. Jimmy contrasts that with a real customer experience of a gate coming down at lunch, and how availability alone can win the business.

LEVER 4 — Pricing and Case Acceptance

Competing on price alone is fragile. Offering good, better, and best tiers reveals price elasticity you did not know you had. The hosts also cover how AI can audit billing and coding to surface revenue that was being left on the table.

LEVER 5 — Referral Systems

People do not refer good-enough service. Give them an experience worth talking about, and know exactly who your referral sources are. The episode covers why most referrals go untracked, and what changes the moment you start tracking them.

The throughline: AI now does in minutes what used to take data scientists and months. The operators who win ask a better question of the customers they already have.

Pick one lever. Whichever one makes you lose a little sleep is probably the one to start with.

RESOURCES

Get the tools referenced in this episode at MomentumInsiders.com: the Hidden Profit Finder and the 5-Word Text Template. Complimentary. Log in and they are waiting for you.

COMING NEXT

EP 67: Your Team Is the Bottleneck. Why headcount is not the same as capacity, and the one number that tells you which one you actually have. First Friday of next month.

ABOUT THE SHOW

The Wealthy Momentum Podcast is a monthly first-Friday show where Jimmy Nicholas and Dr. Dustin Burleson go deep on one topic per episode for practice owners and service business operators, with tactical patterns you can implement before the next episode drops. New episodes the first Friday of every month.

To your momentum, Jimmy and Dustin.

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

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Every business has principles that should never move. It also has practices that need to die right now. Most entrepreneurs confuse the two.
They change their values when they should change their methods, or they cling to methods when the market has already moved on.

In this episode, Jimmy Nicholas and Dr. Dustin Burleson dig into how to tell the difference, featuring:

The Logo Test: go to your website, swap your logo with a competitor's, and see if anything changes. If it does not, you have a problem.

The EB White Principle: AI makes everything 10x easier, 10x faster, 10x cheaper. It does not make it 10x better. Better thinking does.

The $75,000 Core Values Story: Dustin spent years and tens of thousands of dollars with consultants discovering his core values. Today, AI can facilitate that process in minutes. The method changed. The principle never will.

The MARS Rocket Test (Vern Harnish): put your entire team on a rocket to Mars. You do not know what business you will run when you land. What would still be true about your company? Whatever survives that test is a core value. Everything else is a habit.

PLAUD and AI Coaching: how a recording device captures sales and treatment coordinator presentations and AI immediately generates customized follow-up messages based on each prospect's or patient's specific fears, hopes, and objections.

AEO vs SEO: 60% of searches now end in zero clicks. If you are not visible in ChatGPT, Claude, and Gemini, you are invisible to a growing segment of your market.

Download the free Preserve or Kill Framework and The 3 Shifts Scorecard at WealthyMomentumPodcast.com.

Next month: Where Your Next Dollar Is Hiding. It is already inside your business. You just cannot see it yet.

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

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Why This Is the Final Episode

• The Burleson Box solved the problems it was designed to solve
• The environment it was built for has changed
• Waiting until something breaks is a losing strategy
• Decision framework: zero-based thinking
• “Knowing what you know now, would you start this again?”

The Real Risk Most Businesses Miss

• Companies that wait until revenue stalls have less than a 10% chance of recovery
• The right time to change is before performance declines
• “Day One vs Day Two” thinking (Amazon principle)
• Preserve core principles, replace outdated execution

AI Is Reshaping the Playing Field

• ~60% of searches now end without a click
• Shift from SEO to AEO (Answer Engine Optimization)
• Only ~12% of small businesses have adapted
• Conversion rates:

• Traditional SEO: ~1.7%
• AEO-driven traffic: ~14.6%

• AI-referred traffic converts ~4.4x higher
• AI will recommend one provider, not a list

What This Means for Practices

• Generic service pages are being ignored
• AI prioritizes:

• Specificity
• Reviews and reputation
• Local relevance
• Real-world outcomes

• Your positioning is now interpreted and delivered by AI

The New Consumer Standard

• Show rates from digital leads as low as ~34%
• 92% of patients rely on online reviews
• 55% will switch providers for online scheduling
• Expectation: zero-friction, immediate access

Operational Implications

• Revenue per employee becomes a critical metric

• Google: ~$1.2M per employee
• Apple: $2M+

• Local practices must increase efficiency through:

• AI agents
• Automation
• Reduced friction in scheduling and communication

AI Inside the Business

• Teams should operate with “their own AI army”
• Specialized agents outperform general use
• Common use cases:

• Review mining for positioning
• Content creation workflows
• Patient communication optimization

• Impact:

• 20+ hours saved per month per team member
• 91% report direct revenue increases from AI use

A Key Strategic Insight

• AI surfaces the most relevant provider, not the most visible one

Introducing: Wealthy Momentum

• A new show built for:

• Real-time thinking
• Faster feedback loops
• Deeper operator-level discussions

• Format:

• Monthly episodes (first Friday)
• One topic, explored in depth

• Focus:

• What is changing
• What should not change
• How to execute now

What Comes Next

• First episode topic:
“What Changes and What Does Not”
• Ongoing themes:

• AI adoption and risk
• Efficiency and leverage
• Strategy vs execution
• Business model evolution

Final Takeaway

What comes next requires a different pace, different structure, and a higher standard of thinking.

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

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Building a great practice requires more than strong clinical skills. It requires leadership that people want to follow.

In this encore episode of The Burleson Box, Dustin Burleson sits down with leadership expert and author Sean Barnard to discuss the principles behind intentional retention. Sean shares lessons learned from decades of experience leading large teams across multiple industries and explains why most organizations lose employees long before anyone submits a resignation.

The conversation focuses on practical leadership habits that strengthen culture and reduce turnover. Sean explains why retention begins on day one, how early check-ins with new hires build trust, and why core values only matter when they actively guide decisions. Dustin and Sean also discuss empowering frontline team members, improving communication inside growing organizations, and helping leaders stay connected to the people doing the work every day.

For orthodontists, dentists, and healthcare leaders managing small teams or multi-location practices, this episode offers a thoughtful framework for building a culture where people feel supported, respected, and motivated to stay.

Key Topics Discussed:

• Why retention begins during hiring and onboarding
• The importance of 7-day, 30-day, and 60-day check-ins with new team members
• How clear and meaningful core values guide difficult decisions
• Empowering frontline employees to solve problems for patients
• The leadership habits that strengthen culture and communication
• Why individual conversations matter more than group meetings or social events
• Finding the right balance between internal promotions and outside hiring

Resources Mentioned:

• Intentional Retention by Sean Barnard
• Sean Barnard’s website

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Rebecca Hinds, PhD, to explore a topic that affects every practice, every business, and every team: the meeting culture you’ve inherited, and the meeting culture you’re choosing to tolerate.

Rebecca opens with one of the most memorable details from her book: dysfunctional meetings were once documented as an intentional sabotage tactic during World War II. The point is not to make you paranoid about your calendar. The point is that the behaviors that waste time in meetings are remarkably consistent, and most people do not need convincing that meetings are broken. They already feel it.

From there, Rebecca makes the case for a complete shift in how leaders think about meetings. Her premise is that meetings should be treated like products. They are where decisions get made, priorities get set, and culture gets built or broken, yet they are rarely designed with intention. Organizations often obsess over optimizing everything except the mechanism that dictates how work actually moves. When you treat a meeting like a product, you stop scheduling by habit and start designing for the user, the people in the room who are giving you their time, their focus, and their judgment.

One of the most practical concepts we cover is “Meeting Doomsday,” a 48-hour calendar reset where recurring meetings get deleted and employees rebuild their calendars from scratch. The power of this approach is psychological. Traditional meeting audits cause people to defend existing meetings because there’s social pressure, guilt, and fear of offending someone. Doomsday creates a clean slate, and what Rebecca finds is that most of the time savings come from redesigning meetings, not only canceling them. Meetings shrink. Attendee lists tighten. Formats become clearer. Small improvements compound fast, and teams stop carrying old meetings forward simply because they’ve always been there.

Rebecca also explains why managers suffer the most from unproductive meeting load. Her research shows unproductive meetings have increased since 2019, and managers have experienced the biggest jump. The reason is structural. Meetings are often a symptom of a broken communication system. When people do not know where work lives, where decisions get documented, or how to move projects forward asynchronously, managers end up funneling information upward and distributing clarity downward. They become the human router for dysfunction, and the calendar becomes the penalty.

To help leaders respond, Rebecca introduces the concept of meeting minimalism. Great products are minimalist by design, clear, purposeful, and free of clutter. Meetings should follow the same discipline. She encourages leaders to apply minimalism across four dimensions: meeting length, agenda items, attendees, and frequency. Even a small shift, such as running a 25-minute meeting instead of a 30-minute meeting, can force a team to design with intention instead of letting work expand to fill time. She also shares why standing meetings tend to run shorter and can change behavior in the room by reducing territorial dynamics.

We also get into a theme that most leaders underestimate: meetings are deeply human. Rebecca talks about the value of injecting delight, moments of joy and surprise, into meetings, especially in a world where so much of work has become mediated by technology. A small unexpected shout-out, a personal story, or a simple ritual can change how people experience collaboration. These touches do not need to be cheesy. They need to be memorable.

A major highlight of the episode is Rebecca’s breakdown of agendas. Many leaders assume agendas automatically improve meetings, but her research points to a more honest truth: agendas only work when they’re designed well. Too often, agenda items are recycled, vague, and structured like a laundry list. Rebecca’s favorite fix is deceptively simple. Convert each agenda item into a verb and a noun. That shift forces clarity. It also makes it obvious when an item is complete, which helps meetings end on time and decisions actually land.

Finally, we talk measurement. Rebecca explains why meeting metrics are tricky, because people are conditioned to assume meetings are inherently bad, which makes traditional feedback systems unreliable. Her recommendation is ROTI, Return on Time Investment, a simple 0–5 score that helps leaders understand whether the meeting was worth the time. When paired with one follow-up question about how to improve by one point, ROTI becomes a lightweight system for continuous improvement rather than a complaint box.

If you lead a practice, run a department, manage a team, or simply want your calendar to stop owning your week, this episode will change the way you think about meetings. You’ll walk away with principles you can apply immediately, without software, without bureaucracy, and without turning your team into meeting accountants.

Resources Mentioned in this Episode:

• Your Best Meeting Ever by Rebecca Hinds, PhD
• Simple Sabotage Field Manual (OSS / WWII)
• Steven Rogelberg’s research on why agendas only help when they’re designed well
• Elise Keith and the concept of ROTI (Return on Time Investment)
• Ted Lasso as a cultural example of using small moments of delight to shift meeting culture

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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Most healthcare professionals are trained to sprint.

Dental school is a sprint. Medical school is a sprint. Residency is a sprint. Early practice ownership often feels like one long push fueled by adrenaline, discipline, and grit. That approach can work for a while. Eventually, it breaks down.

In this episode of The Burleson Box, Dustin Burleson sits down with Travis Frederickson and Dr. Logan Frederickson to unpack what peak performance actually means for healthcare providers over the long term.

Travis draws on decades of experience training elite athletes and coaching high-performing professionals. Dr. Logan brings the medical perspective, explaining what happens physiologically and neurologically when stress, sleep deprivation, poor nutrition, and constant mental load remain unchecked.

Together, they explore why so many dentists and physicians feel successful yet depleted, how energy becomes the real constraint later in a career, and why healthspan matters as much as lifespan. The conversation moves beyond productivity tips and into the deeper work of alignment across physical, mental, emotional, and personal domains.

This episode challenges the idea that more effort is always the answer and replaces it with a more durable framework for clarity, sustainability, and long-term excellence. If you care about performing well at work without sacrificing your health, relationships, or sense of purpose, this conversation is worth your time.

Resources Mentioned:

• The 7 Habits of Highly Effective People by Stephen R. Covey
• Peak Performance for Healthcare Providers - Now Streaming

***

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In this season-finale episode of The Burleson Box, Dustin Burleson is joined by longtime collaborator and digital marketing pioneer Jimmy Nicholas for a wide-ranging conversation on how artificial intelligence is actively reshaping dentistry and orthodontics.

Their story goes back more than a decade to the Dan Kennedy GKIC days, a marketer-of-the-year competition, and the early experiments that turned Google into one of Dustin’s top sources of new patients. Now, after selling his agency and sitting out a non-compete, Jimmy returns with a new focus on AI, compliance, automation, and what he calls “simple alignment” across marketing, operations, and team communication.

This conversation moves well past surface-level AI hype. Dustin and Jimmy unpack what is actually working right now inside real practices, what most doctors still misunderstand, and where real opportunity exists heading into 2026.

You will hear why Answer Engine Optimization, or AEO, may soon matter more than traditional SEO, how AI is changing follow-up systems, phone automation, and patient communication, and why most medical and dental websites are still invisible to large language models. They also discuss the risks that come with careless AI use, including HIPAA violations, hallucinated data, and unreliable financial calculations.

This episode is essential listening for any practice owner who wants to stay competitive, protect their team’s time, and apply AI with discipline rather than guesswork.

Resources Mentioned:

• AI Beta Group (Free Community)
• Wealthy Entrepreneur Strategy Consultations

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

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***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

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Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

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https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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Show Notes

• Guest: Dr. Jeremiah Sturgill — Founder, Sturgill Orthodontics; Co-founder, Go Unicorn Strategy (concierge SEO/SEM for orthodontists).
Learn more: https://gounicornstrategy.com/
• Why another company? A veteran ads/SEO partner (ex-HGTV/Discovery; managed ~$50k/day in Google Ads for a private client) audited ortho sites and found pretty but underperforming builds. Early tests drove measurable gains in qualified Google referrals; the two formalized a boutique service.
• Boutique by design: Targeting ~20–30 practices so one point of contact knows your brand, market dynamics, and projects end-to-end.
• Inside-out marketing: Don’t pour money into ads until the phones, web forms, and team follow-up are dialed in. Track missed calls (goal: zero), record and review, and role-play quarterly.
• Feedback loop that works: Ads go live → the team tags outcomes (show/start/no-show) → campaigns are adjusted to favor demographics, keywords, and offers that convert in your market.
• Budget truth: Tiny spends create noise, not signal. Commit to a test period and a budget that can generate statistically useful data; adjust by market competition (it’s a real auction).
• Brand over commodity: Build a site that sells your culture and trust, not “$500 off aligners.” If your web vibe doesn’t match the in-office experience, trust evaporates.
• Pricing with confidence: If you deliver Four Seasons-level service, don’t set Motel 6-level fees. You’re not everyone’s cup of tea—and that’s healthy positioning.
• Language matters: For out-of-network calls, lead with help (“We can file Delta for you… let’s get you scheduled…”) rather than a hard “We’re out of network.”
• AI on the horizon: Jeremiah is building a practice “master prompt” to capture decisions, SOPs, and red-flag handoffs so teams ask the system before they page the doctor.

Practical Takeaways

• Fix the fundamentals first: Fast phones, fast follow-up, and a brand-true website before buying more traffic.
• Measure what matters daily: Missed calls, call length outliers, and lead outcomes by source—then tune campaigns accordingly.
• Fund real tests: Set a market-appropriate budget and time horizon; dabbling hides the truth.
• Sell the who, not the what: Lead with trust, culture, and clarity; avoid commodity framing.
• Close the loop with training: Quarterly role-play on the hardest questions your team actually hears.

Mentioned

• Go Unicorn Strategy: https://gounicornstrategy.com/
• Acquired podcast (Google series)
• Scheduling Institute (Jay Geier) — phone excellence
• Dan Kennedy — back-end sales before better ads
• CliftonStrengths “WOO” — why trying to win everyone over can hurt decisions
• Four Seasons/Ritz-Carlton service standards as a pricing/positioning lens

Past related episodes: Dr. Jamie Reynolds; Dr. Ben Fishbein.
Subscribe to The Burleson Box wherever you listen.

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

https://orthofi.com/

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Jamie Reynolds—orthodontist, entrepreneur, and co-founder of OrthoFi and Orthodontic Partners—to explore how data-driven decisions and innovative financial systems are reshaping orthodontics.

Jamie shares his expertise on:

• How OrthoFi was born out of necessity during tough economic times in Detroit
• What $5 billion in real-world orthodontic data reveals about patient behavior, financing, and conversion rates
• Why “same-day convenience” (formerly known as same-day starts) drives patient satisfaction and practice growth
• How intelligently flexible financing helps more patients say “yes” without hurting your cashflow
• The shift from gut feelings and anecdotal rules of thumb to transparent, data-backed decisions that scale
• Lessons from building Orthodontic Partners and watching the private equity landscape evolve

Whether you’re a solo practitioner trying to increase starts or part of a larger group navigating growth, Jamie’s perspective will challenge the way you think about patient access, affordability, and the systems that run your practice.

Resources Mentioned in This Episode:

• Level the Curve by Oliver Gelles & Jamie Reynolds – A data-driven guide to practice management.
• OrthoFi – A financial and practice management platform that’s reshaped how orthodontists structure payments and collect revenue.
• Orthodontic Partners – A doctor-led group committed to preserving clinical excellence while enabling scale.
• Reynolds Orthodontics – Jamie’s multi-location practice in Michigan, recognized for clinical innovation and patient-centered care.
• Smiles Change Lives – Nonprofit Jamie supports to expand access to orthodontic care for children from low-income families.

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

https://orthofi.com/

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Adam Witty, entrepreneur, publisher, and founder of Advantage Media and Forbes Books, to unpack how authority marketing can transform your practice and your career. Adam shares his expertise on:

• Why authority—not just advertising—is the ultimate differentiator in crowded markets
• How publishing a book or creating thought leadership content positions you as the go-to expert in your community
• The step-by-step process of building credibility and influence that attracts patients, opportunities, and partnerships
• Lessons from working with thousands of entrepreneurs, doctors, and business leaders worldwide
• The mindset shift required to move from being “just another provider” to a recognized authority in your field

Whether you’re looking to elevate your brand, attract higher-quality patients, or future-proof your career with lasting credibility, this episode is full of practical strategies you can put into action.

Resources Mentioned in This Episode

Books & Concepts:

• The Authority Advantage by Adam Witty and Rusty Shelton – A primer for how to earn trust and become a thought leader.
• Authority Marketing by Adam Witty and Rusty Shelton – A framework for positioning yourself as a recognized expert.
• Lead the Field by Earl Nightingale – A classic on personal development and leadership.
• Influence by Robert Cialdini – Insights into persuasion and the psychology of trust.
• The Business of Expertise by David C. Baker – How to leverage specialized knowledge to build authority and attract clients.
• The E-Myth Revisited by Michael Gerber – A guide to building systems and escaping the trap of working only in your business.

Organizations & Projects:

• Advantage Media – The publishing company Adam founded to help experts become authors.
• Forbes Books – A publishing partnership platform for business leaders seeking visibility and credibility.

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

https://orthofi.com/

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Kyle Fagala, orthodontist and founder of Neon Canvas, to explore how creativity and strategy intersect in the world of orthodontic marketing and practice growth. Kyle shares his insights on:

• How digital marketing for orthodontics has evolved and where it’s headed next
• The difference between “just having a website” and truly creating an engaging digital experience
• Why practices need to embrace storytelling and creativity to stand out in crowded markets
• Lessons from building Neon Canvas and working with practices nationwide
• The importance of aligning your marketing with your practice values and patient experience

Whether you’re looking to refine your online presence, create a more memorable patient journey, or simply get inspired by one of the most creative voices in the industry, this episode is packed with actionable insights.

Resources Mentioned in This Episode

Books & Concepts:

• The 7 Habits of Highly Effective People by Stephen R. Covey – A foundational book on principles-based leadership and personal growth.
• Orbiting the Giant Hairball by Gordon MacKenzie – A creative guide to thriving within corporate structures.
• Awaken Your Genius by Ozan Varol – A book on rediscovering creativity and original thinking.
• Both/And Thinking by Wendy K. Smith and Marianne W. Lewis – Research-based insights on balancing paradoxes in organizations.
• Subtract by Leidy Klotz– A book on improving systems by removing unnecessary elements.
• The Happiness Advantage by Shawn Achor – Exploring the relationship between positivity and success.

Events & Conferences:

• Mother of Pearls Conference – A collaborative event for orthodontists focused on clinical and practice growth.
• OrthoPreneurs Summit (OP Summit) – A leading orthodontic conference for practice owners and teams.

Projects, Practice & Creative Work:

• Children’s Orthodontic Book Project– Customizable children’s books for orthodontic practices, created by Dr. Kyle Fagala.
• Neon Canvas – A digital marketing agency co-founded by Dr. Kyle Fagala, serving orthodontists nationwide.
• Saddle Creek Orthodontics – Dr. Fagala’s orthodontic practice serving patients in the Memphis area.

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance. Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.

What You’ll Learn in This Episode:

• How Scott tripled his mom’s orthodontic practice and sold to Smile Doctors
• The origin story of OrthoChats and how it became Professional Chats
• Why most CRMs don’t work for dental and ortho teams—and how LeadSigma is different
• The key metrics that indicate your practice is leaking new patient leads
• How AI voice agents can answer phones, schedule appointments, and never miss a lead
• Why fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%
• What the best practices are doing to build a Per Se-level patient experience
• Why focusing on “boring but essential” systems is the path to real, scalable growth

Resources & Mentions:

• https://www.leadsigma.com
• Unreasonable Hospitality by Will Guidara
• Level the Curve by Oliver Gelles and Dr. Jamie Reynolds
• Ruby Receptionist
• Per Se
• Shoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFi

Connect with Scott Hansen:
https://www.leadsigma.com — Learn more and schedule a demo
LinkedIn: Scott Hansen

Connect with Dustin Burleson:
https://www.burlesonseminars.com
Instagram: @dustinburlesonseminars

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance. Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What You’ll Learn:

• Why technology may be increasing workplace isolation, not solving it
• How EQ is overtaking IQ as the most valuable skill in a tech-driven economy
• The four essential factors that drive employee engagement
• Practical strategies for building stronger relationships with remote teams
• Why work-life integration beats the myth of work-life balance
• What great leaders do differently to retain top talent
• Insights from over 90,000 professionals in 20+ countries

Key Quote:
“You’ll never grow as a company if you’re too busy replacing workers.”

Resources & Mentions:

Dan’s book: Back to Human: How Great Leaders Create Connection in the Age of Isolation

Dan’s podcast: Five Questions with Dan Schawbel

Visit https://www.danschawbel.com for more

Subscribe & Review:

If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance. Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dustin Burleson sits down with the powerhouse leadership team behind Rock Dental Brands to answer one of the most pressing questions in modern dentistry and orthodontics: How do I avoid choosing the wrong DSO?

You’ll hear directly from CEO Kristi Casey, Chief Development Officer Spencer Lunghino, and Co-Founder Dr. Mark Dake as they share a transparent look into the origins, philosophy, and strategic direction of Rock Dental Brands. Together, they bust myths around private equity, clinical autonomy, and growth timelines—and reveal what doctors should really be asking before joining a DSO.

If you're a dentist, orthodontist, or specialist considering your next move, this episode is a must-listen.

What You’ll Learn:

• The real story behind private equity in dentistry—where the money comes from and how it works
• Why not all DSOs (or equity structures) are created equal
• How Rock Dental Brands evolved from a doctor-led support model to a nationally respected DSO
• The biggest myths around clinical autonomy, ownership, and growth
• Why Rock's equity model is designed to treat doctors fairly—and how that differs from joint ventures
• How to reverse-engineer a smart partnership decision using Charlie Munger’s “invert and avoid” philosophy
• What questions to ask during DSO due diligence (and how to avoid future regret)

Key Quotes:

“We were built to be proud of the work we’re doing 50 years from now." —Dr. Mark Dake

“You're not giving up control of your practice. You're gaining part of 110 practices.” —Kristi Casey

Connect with Our Guests:

• Spencer Lunghino – spencer.lunghino@rockdentalbrands.com
• https://rockdentalbrands.com/

Resources Mentioned:

• GreyFinch Practice Management Software
• DentiCon by Planet DDS
• Vistria Group – Private equity partner of Rock Dental Brands

Subscribe & Review:

If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance. Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this insightful episode, Dr. Burleson is joined by Blake Morgan, customer experience futurist and bestselling author of More is More: How the Best Companies Go Farther and Work Harder to Create Knock-Your-Socks-Off Customer Experiences. Blake shares powerful lessons from her book and real-world examples from top companies like One Medical and Amazon.

Blake emphasizes that great customer experiences start with a strong internal culture and happy, well-equipped employees. The conversation explores how companies can differentiate in a sea of sameness by being relentlessly customer-centric—from streamlined operations to hiring for attitude and integrity.

Healthcare professionals, especially those in elective care, will find actionable advice on improving patient experience, embracing digital transformation, and building engaged teams that thrive.

What You’ll Learn:

• Why customer experience starts with employee experience—and how culture drives profitability
• How One Medical disrupts traditional healthcare through intentional design and empathy
• What Amazon gets right by being obsessively focused on the customer
• Why logistics, technology, and internal efficiencies are the “invisible levers” of great service
• How small business owners can lead by example and build service-oriented teams
• Hiring tips for identifying the “servant leaders” who elevate customer care
• How to adapt to change and embrace disruption (with help from a surprising fish metaphor!)

Resources & Mentions:

• More is More by Blake Morgan
• The Customer of the Future (Blake’s upcoming book)
• The Employee Experience Advantage by Jacob Morgan
• One Medical, Amazon, and Ritz-Carlton customer experience examples
• Gallup research on employee engagement
• The “CX Imperative” and the Mexican tetra fish—yes, really!

Connect with Blake:

• 🌐 Website: http://www.blakemichellemorgan.com/
• 📧 Email: blake@blakemichellemorgan.com
• 🎧 Podcast: The Modern Customer Podcast

Dustin’s Takeaway:

If you want to stand out, you don’t need to be radically different—just a little better in the ways that matter most. Culture isn’t just fluff; it’s your competitive edge. Pay attention to every detail in your patient journey, and your practice will thrive.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance. Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

Subscribe on YouTube: http://YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson welcomes Dr. Erinne Kennedy, Assistant Dean for Curriculum and Integrated Learning at Kansas City University College of Dental Medicine. Dr. Kennedy shares her fascinating journey into dentistry, which was heavily influenced by her family of dental professionals and her passion for public health. She recounts the pivotal moment when a mentor encouraged her to apply for a dental public health specialty—at Harvard—within a two-week deadline, a decision that shaped the course of her career.

Our discussion covers the pressing issue of burnout in the dental profession, with Dr. Kennedy offering valuable insights backed by research. She explains how excessive working hours, lack of adequate recovery time, and administrative burdens contribute to burnout among healthcare professionals. Using a compelling analogy comparing work schedules to endurance training, she illustrates the importance of balancing workload and rest. She also introduces the concept of "resilience confetti," small, joyful activities that help dental professionals maintain well-being and engagement during their workday.

Dr. Kennedy and Dr. Burleson explore strategies that dental teams can implement to create healthier work environments, such as rethinking office hours, planning meaningful time off, and fostering a culture that prioritizes both patient care and team well-being. They discuss innovative scheduling models, including the effectiveness of three-day, 12-hour shifts, and how such models can improve job satisfaction and reduce burnout.

A significant part of the conversation focuses on the future of preventive dentistry. Dr. Kennedy shares her excitement about advancements in salivary testing, peptides, and microbiome management, predicting that these innovations will reshape how dental professionals approach prevention. She explains how new materials and techniques, such as peptide-based remineralization and nanoparticle technology, could reduce the need for surgical interventions and lead to better long-term patient outcomes.

As an educator, Dr. Kennedy highlights the importance of emotional intelligence and leadership training in dental schools. She describes the Thrive program at KCU, a two-day workshop designed to help students develop resilience, goal-setting skills, and emotional maturity. She stresses that fostering a mindset of adaptability and openness to unexpected opportunities is crucial for career growth.

Wellness Resources:

• The Genius of Athletes by Noel Brick Ph. D. and Scott Douglas
• Atomic Habits by James Clear

Antibiotic Stewardship Resources:

• Association for Dental Safety Antibiotic Stewardship Resources
• American Dental Association Antibiotic Stewardship Resources

Cariology Resources:

• Carequest Managing Dental Caries
• Carequest Connect Caries Risk Assessments and Cultural Awareness
• Carequest Utilizing Caries Management by Risk Assessment to Deliver Person-Centered Care

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance. Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

https://burlesonseminars.com/

Get additional resources, scorecards, and working frameworks at http://WealthyMomentumPodcast.com

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