Latest / Hey Docs! / Partnering in Practice and Life: Drs. Sarah & Tanner Clark’s Orthodontic Journey
Transcript
- 0:05Speaker 1: Welcome to the Haydocks Podcast with your host Jill Allen.
- 0:09Speaker 1: Today I am joined by doctors Tanner and Sarah Clark,
- 0:13Speaker 1: the husband wife team behind Clark Orthodonics, and two doctors
- 0:18Speaker 1: I've had the pleasure of getting to know and work
- 0:20Speaker 1: alongside throughout their practice journey for many years now. It's
- 0:24Speaker 1: been so rewarding to watch the vision take shape and
- 0:27Speaker 1: see how much they've grown, both as practice owners and leaders.
- 0:31Speaker 1: But as we all know, the growth doesn't come without
- 0:34Speaker 1: some hard sessions along the way. Today we're talking about
- 0:37Speaker 1: what it's really been like to build practices together, the
- 0:41Speaker 1: challenges and surprises they've faced, and what those experiences has
- 0:45Speaker 1: taught them. I'm excited for you to hear their story
- 0:48Speaker 1: and hopefully walk away with a little encouragement that the
- 0:51Speaker 1: hard seasons are often where some of.
- 0:53Speaker 2: The biggest growth happens.
- 0:55Speaker 1: So let's dive in and now a word from the
- 0:58Speaker 1: sponsors who make this podcast possible. Hey, docs, if your
- 1:04Speaker 1: new patient follow up depends on someone remembering it's leaking revenue,
- 1:09Speaker 1: Grayfinch automates new patient follow up texts and emails go
- 1:13Speaker 1: out automatically, and your treatment coordinator just checks their tasks
- 1:17Speaker 1: list to see what needs a quick call or a
- 1:20Speaker 1: more personalized message. That is one of the many reasons
- 1:24Speaker 1: I recommend everyone take a look at Grayfinch.
- 1:27Speaker 2: It isn't just a follow up tool.
- 1:29Speaker 1: It's a complete practice management software built to help you
- 1:33Speaker 1: grow and scale, stop leaking revenue, and get five hundred
- 1:36Speaker 1: dollars off your startup fee with the Jill allenspecial at
- 1:40Speaker 1: Grayfinch dot com forward slash Jill Allen. Are you thinking
- 1:50Speaker 1: about opening an orthodonic practice. I know it's a big decision,
- 1:55Speaker 1: but saving twenty five percent on the ADEC equipment you
- 1:58Speaker 1: need to get started, that's an easy one because Adeck
- 2:02Speaker 1: has a special program called smart Start designed to help
- 2:06Speaker 1: you launch your first practice. You get up to twenty
- 2:09Speaker 1: five percent off your Adeck orthodonic equipment and furniture. You
- 2:14Speaker 1: also get complimentary services to help you run and grow
- 2:17Speaker 1: your business, and my favorite part, access to the smart
- 2:21Speaker 1: Start pricing for two whole years after you open your doors.
- 2:25Speaker 1: That gives you flexibility to add more chairs as your
- 2:29Speaker 1: cash flow grows.
- 2:31Speaker 2: It's pretty smart.
- 2:32Speaker 1: As an orthodonist, you care about getting all the little
- 2:35Speaker 1: details right, and Adck really got it right with this program.
- 2:39Speaker 1: So I starting off with the big savings on Adeck
- 2:42Speaker 1: equipment sounds good to you. The AdEx Smart Start is
- 2:46Speaker 1: definitely worth a closer look. Just follow the link in
- 2:49Speaker 1: the show notes to learn more. A Tanner and Sarah,
- 2:58Speaker 1: I am so excited I to have you on Haydocks today.
- 3:01Speaker 1: I think that the show has been a long time coming.
- 3:04Speaker 1: I feel like you guys are just old time friends.
- 3:07Speaker 1: I mean, we've been working together for so long now,
- 3:09Speaker 1: and I would love it if you guys wouldn't mind
- 3:14Speaker 1: starting off. Obviously I just did the intro here, but
- 3:16Speaker 1: if you could tell us a little bit about yourself,
- 3:20Speaker 1: each of you, your practices, and just kind of your
- 3:23Speaker 1: journey on how you got to where you guys are today.
- 3:27Speaker 3: Sure, Jill, I'm gonna probably take this question and I'll
- 3:30Speaker 3: kind of help out with Tanner here too.
- 3:31Speaker 2: But we have been married for over twenty years now.
- 3:36Speaker 3: We live in sul In, Iowa, which is just kind
- 3:39Speaker 3: of in the eastern side of the state, kind of
- 3:42Speaker 3: right by Iowa, sitting home of the Hawk Guys, home
- 3:45Speaker 3: of Kaitlyn Clark.
- 3:46Speaker 2: Kaitlyn Clark, We've got three boys.
- 3:50Speaker 3: Our oldest is going to be a freshman in high
- 3:52Speaker 3: school now and then we've got a thirteen year old
- 3:55Speaker 3: and eleven year old, so they keep us busy, they
- 3:58Speaker 3: keep us moving, try to keep us young, so that's great.
- 4:01Speaker 3: Both of us enjoy kind of endurance events. We've done
- 4:04Speaker 3: some tries, we've jumped some long you know, Tanner's done
- 4:07Speaker 3: some tenor mile races, so yeah, endurance events.
- 4:10Speaker 2: We do like to travel.
- 4:11Speaker 3: We just recently were over in Germany and Switzerland, so
- 4:15Speaker 3: that was great.
- 4:16Speaker 2: We took the kids over there.
- 4:18Speaker 3: We also like to just kind of relax, relax by
- 4:20Speaker 3: a lake, an ocean, something like that, something fun.
- 4:23Speaker 2: So yeah, that's kind of a little bit about us.
- 4:26Speaker 2: We met at Iowa.
- 4:27Speaker 3: We both did our dental school there back in the
- 4:31Speaker 3: early two thousands. I graduated a year early earlier than Tanner.
- 4:35Speaker 3: I was a year ahead of him. We both had
- 4:37Speaker 3: military commitments, so Tanner was had an army commitment. I
- 4:42Speaker 3: ended up my first year of dental school having grabbing
- 4:45Speaker 3: on to an Air Force scholarship, so we had that commitment.
- 4:50Speaker 2: Once dental school was over, I went down to Keisler
- 4:52Speaker 2: Air Force Base in Biloxi, Mississippi.
- 4:55Speaker 3: So I spent one year down there with an AAGD
- 4:57Speaker 3: residency while Tanner was finishing up.
- 5:00Speaker 2: We ended up getting married that year back in March.
- 5:04Speaker 3: Kind of spent our semi honeymoon at a dental conference
- 5:08Speaker 3: in Atlanta, Georgia, so.
- 5:10Speaker 2: That was kind of fun.
- 5:14Speaker 3: So after Tanner graduated, we both went over to Germany
- 5:19Speaker 3: and spent four years over there practicing. I was in
- 5:22Speaker 3: the Air Force at Ramstein Air Force Base. Tanner was
- 5:25Speaker 3: at launch Jool Hospital and.
- 5:27Speaker 2: We were just general dentis in the military there. Got
- 5:30Speaker 2: to do some fun things.
- 5:32Speaker 3: I went down to Africa spent a month down there
- 5:35Speaker 3: with some Army rangers. Tinner was kind of in charge
- 5:38Speaker 3: of the hospital dental department in that sense. Four years
- 5:42Speaker 3: went by fast. We kind of really that was our honeymoon.
- 5:46Speaker 2: That was great.
- 5:48Speaker 3: After military commitments were up, we decided we both wanted
- 5:51Speaker 3: du Ortho, so we decided where we could potentially go
- 5:55Speaker 3: to school and in this relatively the same area, so
- 5:57Speaker 3: we just kind of went back to our roots, back
- 6:00Speaker 3: to Iowa and applied there. Tiner was able to get
- 6:02Speaker 3: out of the Army sooner than I was, so he
- 6:05Speaker 3: started his residency a year before I did. So when
- 6:09Speaker 3: I worked as an adjunct with the fourth year dental students,
- 6:13Speaker 3: and I also worked in a private practice just twenty
- 6:16Speaker 3: minutes away from Iowa City for that one year, so
- 6:19Speaker 3: he got done a year earlier than I did, and
- 6:22Speaker 3: he stayed on his faculty. He worked with those students
- 6:25Speaker 3: and just kind of took care of some private practice
- 6:27Speaker 3: patients while I was finishing up my second year at work, though,
- 6:30Speaker 3: had our first exposed expecting that last year of residency,
- 6:35Speaker 3: expecting our first child, so kind of a high stress
- 6:38Speaker 3: situation that.
- 6:39Speaker 2: Last year with.
- 6:41Speaker 3: Getting through residency and just unknowns with a little one
- 6:45Speaker 3: on the way. So then we decided we were going
- 6:48Speaker 3: to go up to Madison, Wisconsin and we're going to
- 6:51Speaker 3: purchase a practice up there. That ended up kind of
- 6:54Speaker 3: falling through as we were up there for the summer
- 6:57Speaker 3: the three months in the summer.
- 6:58Speaker 2: During that time, were trying to figure out what are
- 7:01Speaker 2: we going to do.
- 7:02Speaker 3: I've got a kid on the way and no practice,
- 7:06Speaker 3: So we made a few phone calls. I ended up luckily,
- 7:11Speaker 3: I received a phone call from a colleague of mine
- 7:14Speaker 3: who was working with me as when I was adjuncting
- 7:16Speaker 3: at the school.
- 7:17Speaker 2: She was like, Hey, have you guys.
- 7:18Speaker 3: Ever considered coming back to Iowa City area because I've
- 7:23Speaker 3: got a friend who's an orthodonist who wants to retire
- 7:26Speaker 3: in the next couple of years, and we're like, well,
- 7:29Speaker 3: kind of, you know, we thought around the Iowa City
- 7:32Speaker 3: might be our best but of knowing people and starting
- 7:36Speaker 3: up our own potentially, So we made a couple extra
- 7:39Speaker 3: phone calls and then decided that, you know what, this
- 7:42Speaker 3: is the best for us. It's kind of between both families.
- 7:45Speaker 3: We're going to go back to the Iowa City area.
- 7:47Speaker 3: We kind of picked North Liberty, just outside of Iowa City.
- 7:53Speaker 3: It was a kind of a growing area at that time.
- 7:56Speaker 3: So we decided we're going to go for it. We're
- 7:59Speaker 3: going to build our own practice, and then in two
- 8:02Speaker 3: years we are going to purchase the other practice, which
- 8:04Speaker 3: was about fifty miles away.
- 8:06Speaker 2: So that was our decision.
- 8:08Speaker 3: We moved back, and yeah, that was twenty twelve.
- 8:13Speaker 4: We built that.
- 8:13Speaker 2: We built that practice. We had one employee. She was great.
- 8:17Speaker 2: She'd had no dental experience whatsoever.
- 8:20Speaker 3: She had a communications degree, which you know, at that
- 8:24Speaker 3: time it was huge for us, and she had just
- 8:26Speaker 3: a huge work ethics so for her to you know,
- 8:29Speaker 3: figure out insurance scheduling, everything to start.
- 8:32Speaker 2: With the business. We kind of relied on Heather to
- 8:36Speaker 2: help us out with that.
- 8:37Speaker 3: So during that time, you know, we had this little
- 8:40Speaker 3: little sun and we needed some income. You know, we
- 8:44Speaker 3: had one patient one day, a couple patients maybe in
- 8:47Speaker 3: the next week. So we worked basically as an associate,
- 8:51Speaker 3: but an hour, hour and fifteen minutes south of where
- 8:54Speaker 3: we were practicing, so we would go down there, each
- 8:57Speaker 3: of us would work a day a week and we
- 8:59Speaker 3: would also do some military exams on the weekends for
- 9:02Speaker 3: some income. So, you know, some harder times there, but
- 9:05Speaker 3: we made it through.
- 9:05Speaker 2: And then knowing that.
- 9:06Speaker 3: We had this practice in two years to purchase was
- 9:10Speaker 3: a little bit comforting. So yeah, I got through those
- 9:12Speaker 3: two years and purchased a practice in twenty fourteen. So
- 9:15Speaker 3: now we have the two practices, one in Liberty, one
- 9:18Speaker 3: in Muscatine. We've got ten employees at the moment which
- 9:23Speaker 3: help us run that practice, and we work four days
- 9:27Speaker 3: a week between the two of us, and we travel
- 9:31Speaker 3: once or twice a week down to that other office.
- 9:34Speaker 2: Between the both of us.
- 9:35Speaker 3: So yeah, yeah, that's kind of where we were at
- 9:39Speaker 3: these days with the two practices and ten employees and.
- 9:43Speaker 1: Just yeah, it's so much fun to hear the story
- 9:45Speaker 1: and the reason I wanted you to talk about this,
- 9:47Speaker 1: and we're going to really dive into this for our listeners.
- 9:51Speaker 1: Everybody's journey, Like we can look at if anybody knows
- 9:54Speaker 1: you guys are doing very well and things are going
- 9:57Speaker 1: really great from the outside. You've been able to and
- 10:00Speaker 1: not only go through almost like a startup, to acquisitions
- 10:04Speaker 1: and then growing out of a practice and then being
- 10:08Speaker 1: able to build your dream practice and moving into that
- 10:12Speaker 1: and still having that secondary satellite location. And I think
- 10:16Speaker 1: what's fun about this and I want people to hear
- 10:19Speaker 1: is that there's never this straight line to where you're.
- 10:23Speaker 2: Going to be.
- 10:24Speaker 1: And I know we have worked together for so many years,
- 10:27Speaker 1: as I have said, and it has been so much
- 10:29Speaker 1: fun to watch the how do we grow the practice
- 10:33Speaker 1: in North Liberty, how do we grow the satellite practice?
- 10:37Speaker 2: What do we do? What decisions do we make?
- 10:40Speaker 1: And then to be like, wow, we're outgrowing the one
- 10:43Speaker 1: practice that started off as our baby, you know, our
- 10:46Speaker 1: flagship practice, and now we're getting to design and move
- 10:49Speaker 1: into another practice. And so what I really want to
- 10:52Speaker 1: focus on today is just kind of what it is
- 10:56Speaker 1: like to be partners because I have a lot of
- 11:00Speaker 1: doctors that come to me, whether it's a husband wife
- 11:03Speaker 1: team or it's a friends from dental school that want
- 11:07Speaker 1: to come together and do a partnership. But I really
- 11:10Speaker 1: want to kind of dive in a little bit to
- 11:12Speaker 1: the husband wife dynamic because that is what you guys
- 11:16Speaker 1: know and talk about what that's like running and building
- 11:22Speaker 1: a practice together. Because I do have a lot of
- 11:25Speaker 1: my docs too who the husband or the wife maybe
- 11:29Speaker 1: the orthodonist, but their spouse is working in the practice
- 11:33Speaker 1: and really digging in and helping them build that practice.
- 11:36Speaker 1: Where each of you were obviously both orthodonists, so not
- 11:40Speaker 1: only are you navigating that clinical side of it, but
- 11:44Speaker 1: it's just that we're partners and we've got to work
- 11:47Speaker 1: together and put on the professional and live together. So
- 11:53Speaker 1: I'm wondering if you can just give us some of
- 11:55Speaker 1: your wisdom, you know, over the years, what that has
- 11:58Speaker 1: been like, what you have learned, and how have you
- 12:00Speaker 1: been able to silo maybe some of the personal in
- 12:05Speaker 1: the business. Has that gotten easier harder over time? Give
- 12:09Speaker 1: us some insights into that.
- 12:11Speaker 5: Yeah, Jill, I mean, I think Sarah and I got
- 12:13Speaker 5: on today and I think we made an agreement that
- 12:15Speaker 5: we're not going to bicker back and forth.
- 12:16Speaker 4: We're not going to fight, you know, we'll save that
- 12:18Speaker 4: for home. So hopefully that doesn't happen. But I'm to
- 12:21Speaker 4: be honest, I mean.
- 12:23Speaker 5: I was really nervous about working together. I don't think
- 12:25Speaker 5: Sarah really was per se. I mean, at home, we
- 12:28Speaker 5: can't even agree on the best way to fold laundry,
- 12:31Speaker 5: you know, who makes the bed right. You know, we
- 12:33Speaker 5: never worked together, you know, in the Army or the
- 12:35Speaker 5: Air Force when we were General Dennis, and even when
- 12:38Speaker 5: we were in residency together. You're not really working together
- 12:41Speaker 5: per se. So being business partners was just a new challenge,
- 12:45Speaker 5: you know. I think the idea of running a business
- 12:47Speaker 5: together really felt like it had like the potential for conflict.
- 12:52Speaker 5: But for whatever reason, I think once we open the
- 12:55Speaker 5: practice and starting working together, I mean we've always really
- 12:59Speaker 5: been pretty locked in and really on the same page.
- 13:02Speaker 5: I think we laid out like the same long term
- 13:04Speaker 5: vision for the practice, and I think it just comes
- 13:07Speaker 5: down to trusting each other. I think we trust each
- 13:10Speaker 5: other completely to make decisions in the practice, and I
- 13:13Speaker 5: think that's just been really big for us in getting
- 13:15Speaker 5: to grow the practice and getting it to where it is.
- 13:18Speaker 5: Now I think maybe just that trust is just a
- 13:21Speaker 5: huge advantage maybe that you don't get with like a
- 13:23Speaker 5: traditional business partner, you know. Being a husband and wife,
- 13:26Speaker 5: we have that already just built into our relationship. Yeah,
- 13:30Speaker 5: there's been a lot of different things, you know. I
- 13:32Speaker 5: think that's been challenging working together. But I think one
- 13:36Speaker 5: thing that we've learned is just how we divide the
- 13:39Speaker 5: work together. I think we've kind of taken the approach
- 13:42Speaker 5: of like dividing and conquering really. You know, it's like
- 13:46Speaker 5: I think Sarah's taken on the lead of more like
- 13:48Speaker 5: the clinical side, you know, yeah, all.
- 13:50Speaker 2: Of the clinical side. Tana will do more of the
- 13:52Speaker 2: admin stuff.
- 13:54Speaker 5: Yeah, And I think, you know, another thing that we
- 13:56Speaker 5: found too, is that it's very rare that we're working
- 13:59Speaker 5: in the same off on the same day. And I
- 14:02Speaker 5: think that's been healthy for us really, you know. I mean,
- 14:05Speaker 5: we're not having to see each other all the time
- 14:07Speaker 5: at home and then all the time at work, so
- 14:10Speaker 5: I think kind of staggering the time that we're together
- 14:12Speaker 5: is healthy for us, you know. And I think on
- 14:14Speaker 5: the days that we do see patients together, whether that's
- 14:17Speaker 5: like a debond day or just a day that we're busier.
- 14:20Speaker 5: I think we really try to make sure that that's separated.
- 14:23Speaker 5: One of us may just run the treatment columns and
- 14:27Speaker 5: then the other handles just the new patients and the
- 14:30Speaker 5: observation patient columns, you know. And I think that just
- 14:33Speaker 5: avoids confusion on the clinic floor. Our assistants and our
- 14:37Speaker 5: other team members aren't they don't know who to go
- 14:39Speaker 5: to in those situations.
- 14:40Speaker 4: I think that just eliminates that.
- 14:42Speaker 5: So, I mean, I think another aspect, Jill, is that
- 14:45Speaker 5: the harder part of what we do is that work
- 14:47Speaker 5: and home. You'd like those to stay separated, but they're
- 14:51Speaker 5: just not orthodonic talk, business talk, dentist three. I mean,
- 14:54Speaker 5: that's just part of our daily conversation at home, you know,
- 14:58Speaker 5: at the dinner table.
- 14:59Speaker 4: Like Sarah Man, we got three boys.
- 15:01Speaker 5: I think kind of the running joke in our house
- 15:03Speaker 5: is that they're either going to all going to become
- 15:05Speaker 5: orthodonis because they've been around it so much, or they're
- 15:09Speaker 5: going to have no interest in it at all, you know,
- 15:12Speaker 5: So who knows. I mean, I think it changes each week,
- 15:15Speaker 5: but you can't separate it. We try to do the
- 15:17Speaker 5: best to set boundaries, but.
- 15:20Speaker 3: And we tried to you know, our commute back from Muscatine,
- 15:23Speaker 3: that's our time to kind of talk work, talk shop
- 15:26Speaker 3: that fifty minute road trip and Colin tein are on
- 15:29Speaker 3: the way home or he's calling me, we're figuring out
- 15:32Speaker 3: more of like treatment plans or anything that happened in
- 15:35Speaker 3: the office that needs to be addressed in that amount
- 15:38Speaker 3: of time.
- 15:39Speaker 2: So when we get home.
- 15:40Speaker 3: We can totally you know, focus on the kids, focus
- 15:42Speaker 3: on what we need to as opposed to trying to
- 15:44Speaker 3: figure out it.
- 15:45Speaker 2: Once we get home.
- 15:46Speaker 3: So I mean that is one good thing about a
- 15:48Speaker 3: commute kind of get some work stuff done without having
- 15:50Speaker 3: to talking about it at the dinner table.
- 15:53Speaker 2: Yeah.
- 15:53Speaker 1: Yeah, absolutely, And I think there's also helpful to it.
- 15:57Speaker 1: And I love that you guys brought this up that
- 15:59Speaker 1: having two locations and being able to split your time. Definitely.
- 16:04Speaker 1: I think for a lot of doctors who have this
- 16:06Speaker 1: opportunity when they have multiple locations and they're working together,
- 16:10Speaker 1: it does kind of help a little bit with that.
- 16:14Speaker 1: Too many chiefs in one spot, and to your point,
- 16:17Speaker 1: Tanner of on the team who takes lead and I
- 16:22Speaker 1: want to just talk about that for just a second,
- 16:25Speaker 1: if you guys can unpack this a little bit for
- 16:27Speaker 1: me because I think this is super relevant is I've
- 16:30Speaker 1: worked with a lot of practices where we've got partnerships,
- 16:33Speaker 1: and I have found from a consulting side that the
- 16:37Speaker 1: more that you can make your systems the same, even
- 16:42Speaker 1: between the doctors, the easier it is on your teams.
- 16:47Speaker 1: And I'm wondering if you guys can talk to that
- 16:50Speaker 1: just a little bit and what you have seen as
- 16:53Speaker 1: you guys have kind of evolved into these roles and
- 16:57Speaker 1: who's taking one on which days. Now, again, you aren't
- 16:59Speaker 1: working to other as much as you might have in
- 17:02Speaker 1: the past where you might have both been at offices together.
- 17:05Speaker 1: But can you talk about that in the impact that
- 17:08Speaker 1: you see. I know I'm kind of asking you to
- 17:10Speaker 1: go down a rabbit hole with me, but just what
- 17:13Speaker 1: you have seen and how that has helped with your
- 17:16Speaker 1: team members when you're both there. Because you may each
- 17:19Speaker 1: have your own you know, there may be some things
- 17:21Speaker 1: that you each do individually that may be are slightly
- 17:24Speaker 1: different than each other, but yet what you've done to
- 17:27Speaker 1: kind of help the team out there.
- 17:28Speaker 5: Yeah, I can answer that, Jill, and I think from
- 17:31Speaker 5: a clinical standpoint, we share patients, so patients certainly have
- 17:35Speaker 5: the choice to see one of us if they want,
- 17:39Speaker 5: And to be honest, it seems like they prefer Sarah
- 17:41Speaker 5: more than me.
- 17:42Speaker 2: They can maybe there are some I don't seems to
- 17:45Speaker 2: be a little bit more patient.
- 17:46Speaker 3: So those high media's patients, those are those manios, I
- 17:50Speaker 3: will say with.
- 17:54Speaker 2: But yeah, then some of them just like would rather
- 17:56Speaker 2: have like maybe like a female.
- 17:58Speaker 5: So we share patients, but you know, we trained in
- 18:01Speaker 5: the same residency, you know, so our treatment philosophies are
- 18:04Speaker 5: very very much the same. We do the same wire sequences,
- 18:07Speaker 5: we use the same bracket system. We're in lockstep like
- 18:12Speaker 5: with our clinical decisions. I mean, well, and that's the
- 18:14Speaker 5: advantage of working together is that we can talk about cases.
- 18:18Speaker 5: You know, I'll see a patient maybe one week and
- 18:20Speaker 5: then six weeks later, ten weeks later, Sarah I'll see
- 18:23Speaker 5: that patient and she's got a different perspective on it.
- 18:25Speaker 5: We're still going to treat the same the patient the
- 18:27Speaker 5: same way. They're going to get the same elastics, they're
- 18:30Speaker 5: going to get the same archwire progression, the same finishing mechanics.
- 18:34Speaker 4: But there's a different set of eyes looking at the treatment.
- 18:37Speaker 5: So I think sometimes our team thinks that we're so
- 18:40Speaker 5: different in how we treat our patients, but really we're
- 18:44Speaker 5: very similar. So I think that's been a huge benefit
- 18:47Speaker 5: to the patients and then really to the team because
- 18:49Speaker 5: I think it just makes it more efficient in the practice.
- 18:52Speaker 4: And I think I.
- 18:53Speaker 3: Think what I was just going to say, I think
- 18:54Speaker 3: that what the team sees is just the minor little
- 18:57Speaker 3: things like Okay, well Sarah wants to reposition this, Brack
- 19:00Speaker 3: Tanner wouldn't do that, or vice versa, you know, type
- 19:02Speaker 3: of things. So they're seeing little mayer things, but like
- 19:05Speaker 3: the overall philosophy, treatment is yes, spot on.
- 19:10Speaker 4: Yeah.
- 19:10Speaker 3: From a standpoint of when we are in the office together,
- 19:14Speaker 3: it's usually I will be in the clinic, Tanner will
- 19:17Speaker 3: do new patient exams and recalls, and that's kind of
- 19:20Speaker 3: how we split it.
- 19:20Speaker 2: So then they know if they have a they're the
- 19:22Speaker 2: clinic team.
- 19:23Speaker 3: They've got a patient who has an adjustment, they're coming
- 19:26Speaker 3: to me, They're not going to Tanner, and vice versa.
- 19:28Speaker 2: So they know that at.
- 19:30Speaker 3: The beginning of the day who's doing what and which
- 19:32Speaker 3: one of us they need to go to to to.
- 19:34Speaker 2: Have that patient taken care of.
- 19:36Speaker 3: And again, like you know our new patients, we are
- 19:40Speaker 3: I'm treating his patients that he has seen, and he's
- 19:43Speaker 3: treating my patients that I've seen. So treatment plans, I
- 19:46Speaker 3: don't have any question on whether he was, you know,
- 19:49Speaker 3: take out some teeth or not.
- 19:50Speaker 2: We're going to try to do it non extraction.
- 19:52Speaker 3: Yep. We just go with it because we know that
- 19:55Speaker 3: we trust that that's the right treatment for that patient.
- 19:58Speaker 3: So but from a team standpoint, they know who to
- 20:00Speaker 3: go on those days, debond days, we have our morning huddle.
- 20:04Speaker 3: Tanner takes three columns. I'll take three columns, so then
- 20:07Speaker 3: I know who what assistance I'm working with.
- 20:09Speaker 2: They know is who which dock they're working with, and
- 20:12Speaker 2: we just go with that.
- 20:14Speaker 3: Occasionally, you know, someone patient cancels and I'll grab one
- 20:18Speaker 3: or Tanner will grab another patient. But for the most part,
- 20:21Speaker 3: it's these are my three columns, those are your three columns.
- 20:24Speaker 2: Let's get through all these debunds and go from there.
- 20:27Speaker 2: So they're flexible, but they know what.
- 20:30Speaker 4: To expect as well.
- 20:31Speaker 5: So yeah, I think, you know, looking at just like
- 20:33Speaker 5: the workflow of the office and how we've made in
- 20:36Speaker 5: both offices really and how we've made them kind of
- 20:39Speaker 5: systematized and really mirror each other. And I think it
- 20:42Speaker 5: started out with using Ortho two edge, our practice management software.
- 20:47Speaker 4: It speaks to each other, the offices do.
- 20:49Speaker 5: I mean, it's obviously cloud based, but it really works
- 20:52Speaker 5: well with a multilocation practice.
- 20:54Speaker 4: So I think that's.
- 20:55Speaker 5: Really been beneficial. And we started that from day one
- 20:58Speaker 5: and we've never changed. So I think that's just made
- 21:00Speaker 5: it really seamless. When we ended up purchasing the Musketine practice,
- 21:04Speaker 5: I think we've really looked at like dialing in, like
- 21:07Speaker 5: making everything as similar as we can. I mean to
- 21:10Speaker 5: the point where you know, we had the same digital
- 21:12Speaker 5: pan sef, we have the same chair side laptops, we
- 21:16Speaker 5: have the same clinical camera, so when we go to
- 21:19Speaker 5: that office, there's not a huge change with what we're
- 21:22Speaker 5: doing the previous day or the next day when we're
- 21:25Speaker 5: in North Liberty. So I think it just makes it
- 21:27Speaker 5: easier when you bring new team members on, and then
- 21:30Speaker 5: it just makes a systematized process that everyone is understands
- 21:34Speaker 5: what to do, and it just makes it easier throughout
- 21:37Speaker 5: the day to do things.
- 21:39Speaker 1: Yeah. Yeah, going back, I can remember as we were
- 21:42Speaker 1: kind of systematizing different things, you know, just you know,
- 21:46Speaker 1: some of the obstacles of well, where are we going
- 21:49Speaker 1: to do a new patient exam, and how do we
- 21:50Speaker 1: do this the exact same in both offices, and how
- 21:53Speaker 1: are we going to make this totally different office the
- 21:57Speaker 1: say you know so, I think again, going off of
- 22:00Speaker 1: your point, it makes such a difference, especially when you've
- 22:03Speaker 1: got team members that are moving between locations, you've got
- 22:06Speaker 1: doctors that are moving between locations. If you've got even
- 22:10Speaker 1: something as simple as the same X ray machine or
- 22:13Speaker 1: the same scanner, the same computers, you just want to
- 22:16Speaker 1: be able to close the door in one place and
- 22:19Speaker 1: open it in the other. And it's just a continuation
- 22:23Speaker 1: of what has been going all along. And now a
- 22:27Speaker 1: word from the sponsors who make this podcast possible. When
- 22:33Speaker 1: a cleaner workflow for orthodonic cases meet Clarity Solutions from
- 22:37Speaker 1: Sylvenum formerly three M Healthcare. The Clarity Portal puts the liners,
- 22:43Speaker 1: digital bonding and retainers and a single streamline platform, one workflow,
- 22:48Speaker 1: fewer handoffs, and more control for planning through retention.
- 22:52Speaker 2: Simplify your next case.
- 22:54Speaker 1: Reach out to your local Sylvenum sales rep today or
- 22:58Speaker 1: visit us at go dot org, Soulvenum dot com. Forward
- 23:02Speaker 1: slash Clarity again that is go dot so l ve
- 23:08Speaker 1: n tum dot com forward slash clarity to learn more.
- 23:18Speaker 1: So I want to look at a closet here when
- 23:20Speaker 1: you guys, you know, kind of think back over the years.
- 23:23Speaker 1: I am sure. I know we've talked about things. There
- 23:26Speaker 1: are hardships, hard seasons that we go through in this
- 23:31Speaker 1: practice evolution, going from brand new doctors in practices where
- 23:37Speaker 1: you're taking over somebody else's dream office and somebody else's
- 23:41Speaker 1: team members into growing into gosh, I think we might
- 23:46Speaker 1: need to purchase our own property and build our own
- 23:49Speaker 1: building and move into something a little different to team
- 23:52Speaker 1: members that come and go. All the things that I
- 23:55Speaker 1: think we've worked through a lot. But I'm wondering if
- 23:57Speaker 1: if you guys can just think back and and think
- 24:00Speaker 1: about maybe some of the bigger obstacles that you've faced
- 24:04Speaker 1: along the way, and what kind of helped you guys
- 24:08Speaker 1: work through those.
- 24:09Speaker 5: Yeah, I think there's just have been, you know, several
- 24:12Speaker 5: hard seasons that stand out.
- 24:14Speaker 4: I mean there's not just one.
- 24:15Speaker 5: I think the first I think we've already alluded to
- 24:18Speaker 5: is just welcome to business.
- 24:19Speaker 2: We're all exactly business.
- 24:23Speaker 5: I think the first was just starting our practice. You know,
- 24:26Speaker 5: it was the both of us, you know, we're all in.
- 24:28Speaker 5: We're both Orthanonis. We had no outside income, we didn't
- 24:31Speaker 5: have a safety net. We knew it was going to
- 24:33Speaker 5: be slow for a couple of years as we built
- 24:34Speaker 5: up our patient base. That reality was stressful to us.
- 24:38Speaker 4: It really was.
- 24:39Speaker 5: And we're not the only ones that are in that situation,
- 24:41Speaker 5: but when it's you, it's stressful. We supplemented our income
- 24:45Speaker 5: working as associates, We did the military exams, and like
- 24:49Speaker 5: Sarah said, we had one team member that helped us out.
- 24:51Speaker 5: So ultimately, you rely on on those people that you
- 24:54Speaker 5: bring on and you make it through those seasons. And
- 24:56Speaker 5: I think that was the first introduction to it. I
- 24:59Speaker 5: think we wish it ended there, but it didn't. You know,
- 25:03Speaker 5: I think a couple of years later, it wasn't starting
- 25:05Speaker 5: a practice.
- 25:07Speaker 2: It was purchasing an old practice.
- 25:09Speaker 5: Yeah, purchasing an old practice in an acquisition and so
- 25:13Speaker 5: buying the Muscatine office in twenty fourteen.
- 25:17Speaker 3: It was Jill in that office, you know, I mean,
- 25:20Speaker 3: we was we had to redo the whole thing. We
- 25:22Speaker 3: had our parents down actually, and they were painting, they
- 25:25Speaker 3: were doing a whole bunch of stuff just to kind
- 25:27Speaker 3: of update it. We had leopard print chairs, and we
- 25:31Speaker 3: were like, we.
- 25:32Speaker 2: We can't do this.
- 25:34Speaker 3: So there was a lot of just getting the office
- 25:36Speaker 3: ready and just you know, as all paper charts, so
- 25:39Speaker 3: really just starting from scratch, taking over patients and really
- 25:44Speaker 3: kind of getting into our system getting doing them because
- 25:46Speaker 3: a new patient exam on all these people getting panaxes,
- 25:50Speaker 3: I know, the orthodontics we bought it from the pictures
- 25:54Speaker 3: he had were basically patient with a sticky note on them.
- 25:57Speaker 2: So, you know, just really updating.
- 25:59Speaker 3: That whole office was stressful at times, being up till
- 26:03Speaker 3: one or two o'clock in the morning down in Muscatine
- 26:05Speaker 3: and then having to come back. Sometimes we kind of
- 26:07Speaker 3: thought we might just well, I think we did sometimes
- 26:09Speaker 3: just run a hotel and just spend the night and
- 26:11Speaker 3: then work the next day.
- 26:12Speaker 5: So yeah, I mean I think, you know, we learned
- 26:14Speaker 5: a lot from that. I think it was a different
- 26:17Speaker 5: learning experience and learning curve versus starting up a practice.
- 26:20Speaker 5: But I think we really learned that we need to
- 26:23Speaker 5: make slow changes. I mean, I think if you go
- 26:25Speaker 5: in and if you're taking over an existing practice, I
- 26:28Speaker 5: think you want to make it how you want to
- 26:31Speaker 5: right away. And I think we were able to do
- 26:33Speaker 5: that by starting out our practice, but it was a
- 26:36Speaker 5: different situation. We had employees or team members that were
- 26:39Speaker 5: already there, we had patients that were used to a
- 26:41Speaker 5: certain way of doing things. So I think we've we
- 26:44Speaker 5: took the approach of let's make slow changes and maybe
- 26:47Speaker 5: let's just implement like one change a year, you know,
- 26:50Speaker 5: and a big thing. Let's bring on you as our consultants,
- 26:53Speaker 5: and let's just start from scratch and let's just build
- 26:56Speaker 5: things from the ground up. Or maybe let's work on
- 27:00Speaker 5: digital workflow like we did a couple of years ago.
- 27:02Speaker 5: We have a scanner that we rely upon, or we're
- 27:04Speaker 5: sending everything out to the lab. We're doing digital de bonds,
- 27:08Speaker 5: you know, We're doing those types of things in the
- 27:10Speaker 5: practice to make it more efficient and streamlined. And this
- 27:13Speaker 5: year we're implementing indirect bonding, you know, and custom braces
- 27:17Speaker 5: into our office. So it's those big changes, but just
- 27:20Speaker 5: doing it systematically and doing it in a controlled way
- 27:24Speaker 5: so you're not burning out your team, you're not overwhelming them,
- 27:28Speaker 5: and I think it really transitions the office. We're in
- 27:32Speaker 5: five or ten years, you look back and you're like, hey,
- 27:34Speaker 5: we've made a lot of good changes.
- 27:36Speaker 4: It's a different practice, but it's our practice now.
- 27:39Speaker 1: Yeah.
- 27:39Speaker 2: Yeah, I guess.
- 27:40Speaker 3: And then you know, another hard season that we've got
- 27:43Speaker 3: coming up upon us right now is we've got three
- 27:45Speaker 3: girls on attorney woh we on from attorney leave, all
- 27:47Speaker 3: almost at the same time.
- 27:49Speaker 2: So I mean, what do we do. Yeah, they all
- 27:53Speaker 2: say they're coming back.
- 27:54Speaker 3: Hopefully they do that, but it's just kind of designating
- 27:57Speaker 3: their duties to hopefully somebody in the office that they're
- 27:59Speaker 3: going tocomplish them, or you know, potentially bringing somebody on
- 28:02Speaker 3: short term or doing like a virtual assistant type of thing.
- 28:05Speaker 3: I mean, luckily we have you guys to help help
- 28:08Speaker 3: us work through those.
- 28:10Speaker 2: Issues and that time that we can get through.
- 28:13Speaker 3: So that would be another thing, you know, just with
- 28:15Speaker 3: girls coming and going, I guess, and then dealing with
- 28:18Speaker 3: their duties and designating and delegating those to other people.
- 28:22Speaker 2: So that would be another heart season that we're going
- 28:24Speaker 2: to be going through.
- 28:25Speaker 4: I guess.
- 28:26Speaker 1: Yeah.
- 28:26Speaker 5: And I think looking back on it too, I mean
- 28:29Speaker 5: just I think everyone had an issue like during COVID
- 28:32Speaker 5: or after COVID, and for us it was no difference.
- 28:35Speaker 5: I mean I think we look back at like the
- 28:37Speaker 5: six month time frame after we reopened after the COVID stretch.
- 28:42Speaker 5: I mean, we lost six of our ten team members,
- 28:45Speaker 5: you know, and just for various reasons.
- 28:47Speaker 3: I mean, yeah, not due to COVID, but just moving
- 28:49Speaker 3: to a different Yeah, going to go work somewhere else,
- 28:53Speaker 3: or moving, you know that.
- 28:54Speaker 2: Type of thing. So yeah, it was a turnover.
- 28:57Speaker 4: Yeah, it was like a domino effect.
- 28:59Speaker 5: It was like, I mean, we felt like we had
- 29:00Speaker 5: someone coming in the office every day telling us that
- 29:02Speaker 5: they're doing something different.
- 29:04Speaker 4: And that's great. You know, you want your you want
- 29:06Speaker 4: what's best for your team members.
- 29:08Speaker 5: But it makes it difficult to run a practice when
- 29:11Speaker 5: you have everything happened like that at once. And I think, honestly,
- 29:14Speaker 5: that was probably one of the most stressful periods that
- 29:16Speaker 5: we had because you know, suddenly we were trying to
- 29:18Speaker 5: maintain two offices, you know, in a high standard care
- 29:22Speaker 5: and we were running a skeleton crew. But it allowed
- 29:25Speaker 5: us to reflect and really get clear on who we
- 29:27Speaker 5: wanted to be on the team, like moving forward, We
- 29:31Speaker 5: really wanted to rebuild our team in a systematic, careful
- 29:34Speaker 5: way rather than just like throwing people and filling those
- 29:37Speaker 5: seats quickly. So I think those are just a lot
- 29:40Speaker 5: of different things. I'm sure our hard seasons aren't going
- 29:43Speaker 5: to end. I wish they were.
- 29:47Speaker 1: I wish I could tell you they were, but you know,
- 29:50Speaker 1: I think that's right. Yeah, yeah, exactly. So we've kind
- 29:55Speaker 1: of talked about the seasons. I'm curious, and you guys
- 29:58Speaker 1: have been great about laying it all out there because
- 30:00Speaker 1: I think it's so easy, especially for younger doctors who
- 30:04Speaker 1: are looking at it, to look at somebody and look
- 30:07Speaker 1: at their success and be.
- 30:08Speaker 2: Like, ah, that was just easy.
- 30:10Speaker 1: I'm doing this and I should be there, and twenty
- 30:13Speaker 1: years into my business, I can look back and think,
- 30:15Speaker 1: you know, like, gosh, it sure looks easy to be
- 30:19Speaker 1: where you guys are at in your practice life. But
- 30:22Speaker 1: it doesn't happen overnight. And there are so many hurdles
- 30:25Speaker 1: and challenges and things that you go through, seasons of
- 30:29Speaker 1: growth and enlightenment that you that you go through, and
- 30:33Speaker 1: hardships too, you know, as you're getting to it. I
- 30:36Speaker 1: think we're always always going through that. And I'm curious,
- 30:40Speaker 1: is there anything that has maybe surprised you or things
- 30:45Speaker 1: that maybe you weren't prepared for when you kind of
- 30:49Speaker 1: look back and think about.
- 30:51Speaker 2: From where you were to where you are now, that you're.
- 30:54Speaker 1: Like, man, that was something I wasn't expecting, or I
- 30:58Speaker 1: thought I was going to have a forever team from
- 31:00Speaker 1: the beginning, or you know.
- 31:01Speaker 3: What I mean, Well, really, Jill, I mean getting rid
- 31:06Speaker 3: of somebody. I mean, I would say that was what
- 31:09Speaker 3: was one of my big surprises of like how hard
- 31:12Speaker 3: it was going to be to let somebody go.
- 31:15Speaker 2: I mean, you think, like, okay, if.
- 31:16Speaker 3: They're not doing a good job, okay, well see yuh no,
- 31:22Speaker 3: sitting down and trying to have a little conversation. You know,
- 31:25Speaker 3: I maybe more than Tanner, get more connected with those
- 31:29Speaker 3: girls and kind of learn some things about them, and
- 31:33Speaker 3: you just feel bad and just that you know, you
- 31:38Speaker 3: know they have to go. You know, it's not the
- 31:39Speaker 3: right place for them. There's they are probably gonna they'll.
- 31:42Speaker 2: Succeed somewhere else, but it's just not this isn't where
- 31:46Speaker 2: they are at.
- 31:47Speaker 3: I guess we've learned over time that it's easier to
- 31:50Speaker 3: let them go early than to keep them around because
- 31:53Speaker 3: of that personal connection and just kind of sometimes the negative.
- 31:56Speaker 2: Impact they have on your team.
- 31:57Speaker 3: They just if they stick around too long, then your
- 31:59Speaker 3: team is just slowly going kind of going downhill. People
- 32:02Speaker 3: start to talk and you got some more drama in
- 32:04Speaker 3: the office. So it's just better to get rid of
- 32:06Speaker 3: them earlier than later. But in my mind, I still
- 32:08Speaker 3: want to give them a chance also, but it's just
- 32:12Speaker 3: there comes a time.
- 32:13Speaker 2: And so that was I think has been.
- 32:15Speaker 3: One of my most surprise of how hard it is
- 32:18Speaker 3: to let someone go in those situations.
- 32:21Speaker 5: Yeah, I mean, they certainly don't teach you that in
- 32:24Speaker 5: dental school or orthodonic residency, and nothing really prepares you
- 32:29Speaker 5: for that part of ownership. We even manage people in
- 32:31Speaker 5: the military, I mean in the army and the Air Force,
- 32:33Speaker 5: but when it's your name on the door, it's a
- 32:36Speaker 5: different way you have to approach things. And I just
- 32:38Speaker 5: to build on what Sarah said, I mean, I think
- 32:40Speaker 5: it's one of those necessary.
- 32:42Speaker 4: Evils or necessary things you have to do.
- 32:45Speaker 5: Like there's a quote that we always come back to
- 32:47Speaker 5: that we heard from Dino Lott where he said that
- 32:49Speaker 5: the quickest way to lose a good employees to tolerate
- 32:51Speaker 5: a bad one. So I think he always need to
- 32:53Speaker 5: kind of keep that in the back.
- 32:54Speaker 4: Of our mind. And we've learned that the hard way,
- 32:57Speaker 4: you know.
- 32:57Speaker 5: I think, you know, we sometimes have kept people too
- 33:00Speaker 5: long and that just hurts the practice. You know, it
- 33:03Speaker 5: drains the good people around you know, it really does.
- 33:06Speaker 5: And it's not ever something that you want to have
- 33:09Speaker 5: to do, but it just comes with a territory. But
- 33:11Speaker 5: it makes the practice better. The change is usually immediate.
- 33:14Speaker 5: It's like a big cloud has been lifted when that happens.
- 33:17Speaker 5: I mean, oftentimes people know it's coming. You can almost
- 33:20Speaker 5: feel like the positive change like an energy in the
- 33:22Speaker 5: practice when you do it. So you just have to
- 33:25Speaker 5: keep it quick, professional, and then just wish them well
- 33:28Speaker 5: and not everyone's meant to be, you know, working in
- 33:31Speaker 5: our practice or someone else's, and that's that's okay, you know,
- 33:34Speaker 5: And I think that's that's what we started to realize.
- 33:37Speaker 1: Yeah, yeah, I'm so glad that you guys kind of
- 33:40Speaker 1: brought this up because this is as a consultant, probably
- 33:44Speaker 1: one of the things that is an area I have
- 33:47Speaker 1: to consult on a lot for doctors because I think
- 33:52Speaker 1: so many times we feel like everybody should be our
- 33:57Speaker 1: forever employee and everybody should have this same vision and
- 34:01Speaker 1: the same drive and the same direction that we do
- 34:05Speaker 1: as business owners. And I'm going to ask you guys this,
- 34:08Speaker 1: but from what I see as a consultant and working
- 34:10Speaker 1: with doctors you know all the time.
- 34:12Speaker 2: Is that I feel like.
- 34:13Speaker 1: There are seasons for employees, and there are different seasons
- 34:18Speaker 1: within our practice where we need different things out of employees.
- 34:22Speaker 1: And sometimes as our practices are growing and we're evolving
- 34:28Speaker 1: and we're moving into new stages, the person that we
- 34:33Speaker 1: had doesn't always fit where we are the culture of
- 34:39Speaker 1: what we are growing into or where we're pivoting. And
- 34:42Speaker 1: I think that you guys are saying that to some
- 34:44Speaker 1: extent too, But would you agree with me that there
- 34:47Speaker 1: is kind of this evolution sometimes where it's the team
- 34:51Speaker 1: member that's evolving out of they need to make their
- 34:54Speaker 1: move into the next thing. But also a lot of
- 34:56Speaker 1: times it's the practice and you as business owners that
- 35:00Speaker 1: a kind of coming into what your vision is for
- 35:04Speaker 1: where you're going, and just not everybody is meant to
- 35:07Speaker 1: come along on that journey.
- 35:11Speaker 3: Yeah, I mean, even just like with digital now, it's
- 35:14Speaker 3: like they're not willing to learn new digital to they're
- 35:19Speaker 3: not willing to do some indirect bonding or that seems
- 35:22Speaker 3: to be like a harder process for them.
- 35:24Speaker 2: It's like that's just the direction we're going. That's where
- 35:27Speaker 2: our practice.
- 35:28Speaker 3: Is leading that might be a stepping stone, or that
- 35:30Speaker 3: might be or not a stepping stone, but it might
- 35:32Speaker 3: be a hurdle that they're not willing to jump over
- 35:35Speaker 3: and learn if that's the case. So yeah, I mean,
- 35:38Speaker 3: I feel like we've had some that have left, and
- 35:41Speaker 3: some of them just have decided that wasn't the practice
- 35:44Speaker 3: for them, or they're moving on for some other reason.
- 35:47Speaker 3: But yeah, I mean, I think our practice is changing
- 35:50Speaker 3: and you just need to have those have them come
- 35:53Speaker 3: along with you or else. Yeah, there is no potentially
- 35:56Speaker 3: no spot that they can for a fill, but I
- 35:59Speaker 3: mean to try, you know.
- 36:01Speaker 2: Yeah, for sure.
- 36:02Speaker 3: We've hired in the past as for an assistant and
- 36:06Speaker 3: found out that, you know what, she's not a great assistant,
- 36:10Speaker 3: but she's got other qualities good personality, cheerful, Maybe she's
- 36:15Speaker 3: a great front desk person. Okay, so we move her
- 36:17Speaker 3: to the front desk. She's great at scheduling. Now we
- 36:19Speaker 3: find out that she's great at collecting money. So now
- 36:22Speaker 3: she's our fan financial coordinator. So she went from an
- 36:24Speaker 3: assistant to a financial coordinator and working our front desk,
- 36:28Speaker 3: and that's a perfect job for her. We're not just
- 36:30Speaker 3: going to get rid of people as we evolve, but
- 36:33Speaker 3: we're going to try to move them into positions that
- 36:35Speaker 3: they succeed at or they thrive at, that they.
- 36:38Speaker 2: Enjoy doing, even though it might not be something where
- 36:41Speaker 2: they started.
- 36:42Speaker 5: Yeah, I think, you know, you want to try to
- 36:44Speaker 5: get the right people on the bus, you know, the
- 36:45Speaker 5: right people in the practice, and then you want to
- 36:48Speaker 5: get them in the right seat, you know. And I
- 36:49Speaker 5: think if you get that combination, I think that's where
- 36:52Speaker 5: your practice really takes off. And I think we haven't
- 36:55Speaker 5: been there, and then we have been there, and I
- 36:57Speaker 5: think that's where we are now. But it's been a
- 36:59Speaker 5: process to get to. And I think when you have
- 37:01Speaker 5: those team members, you want to try to keep them,
- 37:04Speaker 5: you really do you know whatever that means. And I
- 37:06Speaker 5: think you've always told us and Annie you know, and
- 37:09Speaker 5: Jen in the past two is that you want to
- 37:10Speaker 5: try to encourage the team to like make Orthdonys a career.
- 37:14Speaker 5: You know, you want to give them like a path
- 37:16Speaker 5: to progression. You know, you don't it's not just a job.
- 37:19Speaker 5: You want to make it more than that. Maybe they'll
- 37:21Speaker 5: be here for a year, maybe to maybe ten or fifteen,
- 37:23Speaker 5: maybe even more than that. So I think if you
- 37:26Speaker 5: lay that out if you give them a dedicated role
- 37:28Speaker 5: in the office and what their duties are and specify
- 37:32Speaker 5: that and then show them that this is where you're
- 37:35Speaker 5: at now.
- 37:36Speaker 4: But who knows.
- 37:36Speaker 5: If you want to do more, great, you know, we'll
- 37:39Speaker 5: provide you the training, the ce the resources to get
- 37:43Speaker 5: there if you want that. But if not, keep doing
- 37:46Speaker 5: what you're doing. You know, you're a valuable part of
- 37:48Speaker 5: our practice. We want you here and we value what
- 37:51Speaker 5: you do. And if you can relay the value that
- 37:54Speaker 5: they're bringing to the practice and the appreciation and tell
- 37:57Speaker 5: them that and tell that to other people in one
- 38:00Speaker 5: of them, I think that goes a long way.
- 38:02Speaker 2: Yeah, yeah, I love that.
- 38:04Speaker 1: So, as you guys are talking about this and we
- 38:06Speaker 1: have worked through a lot of this, I think what
- 38:08Speaker 1: this really comes down to is also just growth that
- 38:13Speaker 1: each of you have had, you know, being able to
- 38:15Speaker 1: stand in your position as leaders in a practice and
- 38:20Speaker 1: being able to kind of come along and see what
- 38:23Speaker 1: that looks like from where you started to where you
- 38:26Speaker 1: are now to where the practice is going. And I'm
- 38:29Speaker 1: just curious if you guys could give some advice to
- 38:33Speaker 1: a younger doctor or a doctor who's done an acquisition
- 38:38Speaker 1: or is just starting out as a startup, if you
- 38:40Speaker 1: could give some advice on what they should be thinking
- 38:44Speaker 1: about or doing, especially if they're kind of in a
- 38:46Speaker 1: harder season.
- 38:47Speaker 2: I'd love to hear your thoughts on that.
- 38:50Speaker 3: Just to be yourself, keep focused on who you are
- 38:54Speaker 3: and then not change it because it makes it harder
- 38:57Speaker 3: as the years go past, or you do face that
- 39:01Speaker 3: season of hardships, I guess.
- 39:03Speaker 5: But yeah, I think you know, one thing that we've learned,
- 39:06Speaker 5: you know, from starting out, is that we had to
- 39:08Speaker 5: do everything ourselves. And I think you get into that
- 39:10Speaker 5: mindset when you start out is that the only way
- 39:12Speaker 5: that it's going to get done is that.
- 39:14Speaker 4: If I do it.
- 39:15Speaker 5: And I think as you grow your practice, as you
- 39:19Speaker 5: you know, build your business and you bring other team
- 39:21Speaker 5: members on, I think you really have to learn the
- 39:24Speaker 5: skill and it's a skill of.
- 39:26Speaker 4: Learning how to delegate.
- 39:27Speaker 5: You just really do you know, and you need to
- 39:29Speaker 5: know when to get help and that's okay, you know.
- 39:32Speaker 4: I mean I.
- 39:33Speaker 5: Think as business owners, I think you want to try
- 39:36Speaker 5: to control everything. And like I said, when you start up,
- 39:39Speaker 5: you're wearing a lot of different hats. You know, you're
- 39:41Speaker 5: the clinical aspect, you're the marketing coordinator, the hr. I
- 39:45Speaker 5: mean I think I remember us even answering the phone
- 39:47Speaker 5: for crying out loud. I mean that's theory, you know,
- 39:50Speaker 5: I mean doing that, but we had to, you know,
- 39:53Speaker 5: and it comes with the territory. But as the practice grows,
- 39:57Speaker 5: I mean, those things need to shift. You need to
- 39:58Speaker 5: offload some of those things. So I think we've been
- 40:01Speaker 5: much more comfortable finding people who are stronger than we are,
- 40:06Speaker 5: maybe even smarter than we are, you know, in certain
- 40:08Speaker 5: things like the soft skills, those things where you have
- 40:13Speaker 5: a certain personality that just connects with people that can multitask,
- 40:18Speaker 5: that can run the office, they can do a lot
- 40:20Speaker 5: of different things, And those are the types of people
- 40:23Speaker 5: that you need to give those duties to and delegate
- 40:26Speaker 5: to and just let them run with it, you know,
- 40:28Speaker 5: because I think, you know, it ultimately is going to
- 40:30Speaker 5: make your practice better and it's going to make our
- 40:32Speaker 5: lives as the owners easier where they don't feel like
- 40:35Speaker 5: they're being micromanaged. Yeah, So I think that's been a
- 40:38Speaker 5: big thing for us.
- 40:39Speaker 3: Yeah. And then I think the other thing I guess
- 40:40Speaker 3: I can add is that just don't sacrifice the things
- 40:44Speaker 3: that matter the most to.
- 40:45Speaker 2: You during those hard times.
- 40:47Speaker 3: I mean, it's going to be your family, it's going
- 40:48Speaker 3: to be your kids, it's going to be your health,
- 40:50Speaker 3: it's going to be your spouse.
- 40:52Speaker 2: But don't sacrifice.
- 40:53Speaker 3: That and put them aside to just figure out everything
- 40:57Speaker 3: in the office and dive one hundred percent into that
- 40:59Speaker 3: because they need your time to and keeping your emotions
- 41:03Speaker 3: under control and not letting them wander, and just being
- 41:09Speaker 3: focused on that one thing that's really hard at the moment.
- 41:12Speaker 2: I mean, that's going to pass that, it'll get over it,
- 41:15Speaker 2: you'll figure it out.
- 41:16Speaker 3: It might take you a little couple of months longer maybe,
- 41:20Speaker 3: but you haven't solely focused on that. But just not
- 41:23Speaker 3: sacrificing what really matters to you and your practice is
- 41:27Speaker 3: always going to be there.
- 41:29Speaker 2: Yeah, that's what you never know. You never know.
- 41:31Speaker 1: Yeah, Yeah, I think that's such sage advice, learning to
- 41:36Speaker 1: find those It's kind of like the unicorn balance right
- 41:40Speaker 1: between work and personal. But really, truly, I think most
- 41:44Speaker 1: people want some balance and being able to do the
- 41:48Speaker 1: best that you can and work on the business. I
- 41:51Speaker 1: always say, work on your business while you're in your business,
- 41:54Speaker 1: so that you can work on your family and your
- 41:56Speaker 1: life while you're in family and lifetimes and Kenner, I
- 41:59Speaker 1: think your point is so spot on that I think
- 42:03Speaker 1: all of us as business owners start off, as you know,
- 42:06Speaker 1: with this superman superwoman's syndrome. We have to do it all.
- 42:10Speaker 1: And there is a point I mean, as business owners,
- 42:12Speaker 1: we do have to initially start off doing it all,
- 42:15Speaker 1: but then we have to think we kind of get
- 42:18Speaker 1: in that. I love that book Who Not How where
- 42:21Speaker 1: we have to start thinking about I don't need to
- 42:23Speaker 1: figure out how to do this, I need to figure
- 42:25Speaker 1: out who.
- 42:27Speaker 2: Can do this.
- 42:28Speaker 1: And I think when we can make that shift, as
- 42:31Speaker 1: you said Tanner and Sarah as well, but you know,
- 42:33Speaker 1: if we can make that shift and do who is
- 42:36Speaker 1: the best person that I can put in place, I
- 42:39Speaker 1: still need to have the understanding of what is happening
- 42:43Speaker 1: within those positions as a business owner. That is really,
- 42:46Speaker 1: in my opinion as a consultant, when I see practices
- 42:50Speaker 1: really take off is when the doctors I think so
- 42:54Speaker 1: many times become their own parachutes and really hold themselves
- 42:58Speaker 1: back because they have to have their hands in everything
- 43:02Speaker 1: and are not able to put those who's in place.
- 43:05Speaker 1: And I think when you can start to do that,
- 43:07Speaker 1: and I've watched you guys do this over the years.
- 43:10Speaker 1: It makes a huge difference and where that ceiling is
- 43:14Speaker 1: in what you can accomplish.
- 43:16Speaker 5: Yeah, And I think just to piggyback off of that, Jill,
- 43:18Speaker 5: I mean, once you find the people that you want
- 43:22Speaker 5: to delegate and you develop that trust with them, you
- 43:25Speaker 5: involve them in the decision making processes of the practice
- 43:28Speaker 5: and the problem solving issues that you have. I mean,
- 43:31Speaker 5: so if you have a team member that comes to
- 43:33Speaker 5: you with a question, you flip it around on them,
- 43:36Speaker 5: you say, you know, what do you think what do
- 43:38Speaker 5: you think is going to the solution of this issue is?
- 43:41Speaker 5: And then that gives them ownership of that problem. And
- 43:45Speaker 5: then you know they're going to take that and because
- 43:47Speaker 5: they've helped make that decision, and it may may not
- 43:50Speaker 5: be the best suggestion, but at least you're involving them
- 43:54Speaker 5: in the practice, in the decision making and they're going
- 43:57Speaker 5: to take ownership of that. And I think it just
- 44:00Speaker 5: helps build trust and it just helps the practice grow
- 44:04Speaker 5: and it's just been really a beneficial thing for our team.
- 44:06Speaker 5: I think doing that.
- 44:07Speaker 3: Well, they just feel more important, they feel part of
- 44:10Speaker 3: the practice, as opposed to mean.
- 44:12Speaker 2: They work harder for you. I guess that's if they
- 44:14Speaker 2: feel like they are part of the practice. They're going
- 44:16Speaker 2: to work harder for you.
- 44:18Speaker 1: Yeah, yeah, they're invested. Well, guys, I know, we could
- 44:21Speaker 1: just keep going and going here and you know, you
- 44:23Speaker 1: guys so much wisdom over all the years and all
- 44:26Speaker 1: that you guys have done, and as we kind of
- 44:28Speaker 1: finish up here, if somebody wants to hear more about you, guys,
- 44:32Speaker 1: just hick your brain. Gosh, they've done two practices and
- 44:35Speaker 1: a ground up build and all these different things. If
- 44:37Speaker 1: somebody wanted to reach out to what's the best way
- 44:40Speaker 1: that they can get in touch with you guys?
- 44:42Speaker 2: Probably email, Jill, I mean, we've got our office email.
- 44:45Speaker 3: It's you know, mine is Sarah at st Clerkortho dot
- 44:49Speaker 3: com and just you know, Tanner's as Tanner at Stclerkworthrow
- 44:52Speaker 3: dot com.
- 44:53Speaker 2: But probably email.
- 44:54Speaker 3: I mean they can always call the office where there
- 44:57Speaker 3: someone will get us the message too, if that's easier.
- 44:59Speaker 3: But yeah, Emil is our office email is probably the easiest.
- 45:02Speaker 1: Perfect And now a word from the sponsors who make
- 45:07Speaker 1: this podcast possible.
- 45:10Speaker 2: Heydocs.
- 45:11Speaker 1: Let's talk about Smile Sweet, because it's not just another
- 45:14Speaker 1: scheduling system. It's a game changer. In the world of
- 45:18Speaker 1: new patient management, and as a proud smile Sweet partner,
- 45:21Speaker 1: I've witnessed the incredible impact it has on practices of
- 45:25Speaker 1: all sizes. Smile Sweet means your new patient calls and
- 45:28Speaker 1: web leads are expertly handled seven days a week, even
- 45:32Speaker 1: during nights and weekends, and they offer top notch customizable
- 45:36Speaker 1: presentation software and seamless post consultation follow up. It's like
- 45:41Speaker 1: having a secret weapon for your practice's success. Curious, dive
- 45:45Speaker 1: into the revolution at getsmilesuite dot com, and don't forget
- 45:49Speaker 1: to mention Haydocks to unlock some extra goodies. Elevate your
- 45:54Speaker 1: practice with smile Sweet, because every smile deserves a suite
- 45:58Speaker 1: of excellence. Well, you know how I like to finish
- 46:03Speaker 1: up Haydocs, I like to do a quick little speed round.
- 46:06Speaker 1: Are you guys ready for a few questions?
- 46:11Speaker 2: All right? It's random? Yeah, all right, So let's start
- 46:15Speaker 2: with one here.
- 46:16Speaker 1: What is one business trend you think more people should
- 46:19Speaker 1: be paying attention to.
- 46:20Speaker 2: Hmm, I'm going to say the digital practice.
- 46:23Speaker 3: I think digital marketing, fully digital clinical workflow, indirect bonding
- 46:29Speaker 3: with custom brackets.
- 46:30Speaker 2: I think it's growing roll in AI. I guess, and
- 46:34Speaker 2: then that shift I guess.
- 46:35Speaker 3: I mean it's here to stay, it's not going away.
- 46:37Speaker 3: So just I would say that the digital practice.
- 46:41Speaker 2: Okay, perfect. How about this one.
- 46:43Speaker 1: If you could give your younger self one piece of
- 46:46Speaker 1: career advice.
- 46:47Speaker 2: What would it be, don't change who you are? All right?
- 46:50Speaker 2: I love that?
- 46:51Speaker 1: And then the final one, if you had unlimited resources,
- 46:54Speaker 1: what's one big idea you'd bring to life?
- 46:58Speaker 4: So, Jill, I think we all do it.
- 47:00Speaker 5: To the fact that we're having three team members now
- 47:02Speaker 5: that are going to be on maternity leaves, so I
- 47:05Speaker 5: think Sarah and I have been brainstorming like a new
- 47:07Speaker 5: office idea and we haven't talked to you or Annie
- 47:10Speaker 5: about it, but maybe Annie knows about it. But we're
- 47:13Speaker 5: going to build a new office with a daycare connected,
- 47:16Speaker 5: so we're going to brand that as Braces or babysitting
- 47:19Speaker 5: or as.
- 47:19Speaker 2: Annie has suggested, Clark's Kids. So I love it. I
- 47:23Speaker 2: love it. Well, you know what I think this is?
- 47:26Speaker 1: You know, it is something that we need to constantly
- 47:29Speaker 1: be thinking about, for sure, because in our industry, most
- 47:32Speaker 1: of our employees are females, and most of our team
- 47:36Speaker 1: members are you know, usually kind of in that age
- 47:38Speaker 1: where we're always going to have new family members entering
- 47:42Speaker 1: into this world and mamas and dads.
- 47:45Speaker 2: That need to take some time off. So I like
- 47:48Speaker 2: that idea.
- 47:49Speaker 1: Well, you guys, thank you so much for being a
- 47:52Speaker 1: part of Haydocs and just just for taking time.
- 47:55Speaker 2: To be real and talk to myself and the audience
- 47:59Speaker 2: about what has been like over the last year. So
- 48:01Speaker 2: thank you. I appreciate it.
- 48:03Speaker 4: Thanks, We appreciate all you. Thank you.
- 48:05Speaker 1: Yeah.
- 48:07Speaker 2: Are you ready to start a practice of your own?
- 48:10Speaker 1: Need a new fresh set of eyes or some advice
- 48:13Speaker 1: on your existing practice. If so, reach out to me
- 48:16Speaker 1: Jill Allen at www dot practice results dot com. If
- 48:22Speaker 1: you like what we're doing here on Haydocks and want
- 48:24Speaker 1: to hear more of this awesome content, be sure and
- 48:27Speaker 1: give us a five star rating on your preferred listening
- 48:30Speaker 1: platform and subscribe to our show so you never miss
- 48:33Speaker 1: an episode. Remember, new episodes drop every Thursday. See you
- 48:38Speaker 1: next week.