Contatti
Info
Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey. Hosted by Jill Allen of Jill Allen & Associates,...
mostra di più
Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey.
Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation.
Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice.
Tune in weekly. Episodes drop every Thursday!
mostra meno
Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation.
Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice.
Tune in weekly. Episodes drop every Thursday!
Episodi & Post
Episodi
Post
22 MAG 2025 · "None of us is as smart as all of us."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/
Summary
In this conversation, Jill and Tina discuss the complexities of insurance billing in orthodontics, emphasizing the importance of understanding diagnostic codes, strategic billing practices, and the need for continuous education in a rapidly changing insurance landscape. They provide insights for startup practices on navigating insurance networks and maximizing reimbursements while maintaining compliance and effective patient communication. In this conversation, Jill and Tina Byrne delve into the complexities of navigating insurance in dental practices, emphasizing the importance of understanding the business aspect of insurance, the necessity of thorough verification processes, and the innovative solutions like IMAX that can aid practices. They also discuss the ongoing need for education in the field and the resources available for practitioners.
Connect With Our Guest
Tina Byrne’s iMaxX - https://imaxx.startmoresmiles.com/
Takeaways
- A lot of money is left on the table when billing insurance.
- Strategic thinking is essential in navigating insurance billing.
- Changing language around billing can improve patient understanding.
- Complacency in insurance practices can lead to missed opportunities.
- Understanding diagnostic codes is crucial for maximizing reimbursements.
- Continuous education is necessary to keep up with insurance changes.
- Startups should do thorough research before deciding on insurance networks.
- Using third-party administrators can improve fee schedules.
- Documentation is key for successful insurance claims.
- Consistency in billing practices is vital for compliance. You cannot just black or white or react to something.
- Insurance is a business, not a benefit for people.
- Verification has become a significant part of the process.
- IMAX was a huge undertaking for the company.
- Ongoing education is crucial in the insurance field.
- A massage chair should be a standard perk in workplaces.
- COVID has changed the way we do business.
- Managing people can be challenging as one advances in their career.
- None of us is as smart as all of us in consulting.
- The insurance landscape is constantly evolving.
Chapters
00:00 Maximizing Insurance Billing Opportunities
06:04 Understanding Diagnostic Procedures and Codes
12:02 Staying Informed in a Changing Insurance Landscape
17:20 Advice for Startups Navigating Insurance
20:37 Navigating Insurance Challenges in Dental Practices
22:41 Understanding the Business of Insurance
24:10 The Importance of Verification in Insurance Claims
26:56 IMAX: A Solution for Insurance Management
30:47 The Need for Ongoing Education in Insurance Practices
31:18 Connecting with Tina Byrne: Resources and Insights
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
15 MAG 2025 · "Our currency is good vibes."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/
Summary
In this episode of Hey Docs, Jill interviews Alexis Barclay from Smiles Change Lives, a nonprofit organization dedicated to providing orthodontic care to children in need. Alexis shares the mission and history of the organization, highlighting its impact on over 20,000 families across the United States. The conversation explores how orthodontists can get involved, the referral process for patients, and the positive ripple effect of giving back to the community. Alexis emphasizes the importance of community service in orthodontics and encourages new and established orthodontists to participate in the program, regardless of their practice size. The episode concludes with a speed round of insights and future visions for the organization.
Connect With Our Guest
Smiles Change Lives - https://smileschangelives.org/
Takeaways
- Smiles Change Lives has helped over 20,000 families.
- The organization started 28 years ago with a mission to provide orthodontic care.
- Orthodontists can get involved without financial commitments.
- The program aims to empower both children and their families.
- Community service in orthodontics can enhance practice visibility.
- New orthodontists can benefit from participating in the program.
- The referral process is designed to be simple and effective.
- The organization collaborates with various partners to reduce treatment costs.
- Positive experiences from the program uplift both patients and providers.
- The goal is to inspire every orthodontist to treat at least two kids.
Chapters
00:00 Introduction to Smiles Change Lives
03:04 The Impact of Smiles Change Lives
06:04 How Orthodontists Can Get Involved
08:50 Patient Referral Process and Community Impact
12:08 Understanding the Program's Structure
15:00 The Ripple Effect of Giving Back
18:03 Opportunities for New Orthodontists
20:56 Logistics of Joining the Program
24:07 Speed Round: Insights and Future Vision
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
8 MAG 2025 · "I want more, but I can't work any harder."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/
Summary
In this engaging conversation, Amy Kemp shares her journey to becoming a successful entrepreneur and author of 'I See You.' She discusses the importance of understanding subconscious habits, the challenges faced by women in balancing professional and personal lives, and the significance of delegating unpaid labor. The conversation emphasizes the need for women to recognize their value and the importance of seeking help to achieve work-life balance. In this conversation, Jill and Amy Kemp explore the complexities of unpaid labor, work-life balance, and the importance of guilt-free playtime. They discuss how women often bear the burden of unpaid labor and the need for intentional choices in dividing responsibilities. The conversation shifts to the elusive nature of work-life balance, emphasizing that it is more about living in rhythms rather than achieving perfection. Amy shares insights on the necessity of scheduled playtime for rejuvenation and creativity, and they conclude with a discussion on how structure can lead to freedom rather than restriction, encouraging listeners to dig deeper into their resistance to structure.
Connect With Our Guest
Amy Kemp - https://amykemp.com/
Takeaways
- The book 'I See You' was inspired by her experiences and the women she works with.
- Subconscious habits can significantly impact personal and professional success.
- Women often face unique challenges in balancing work and family responsibilities.
- It's essential to shift unhelpful thoughts to make better decisions.
- Unpaid labor often falls disproportionately on women, affecting their professional lives.
- Delegating tasks can lead to better work-life balance.
- Recognizing one's value is crucial for personal growth and success.
- The journey of writing a book can be both vulnerable and rewarding.
- Women should not feel guilty about seeking help in managing their responsibilities. Make a choice and be intentional about dividing unpaid labor.
- Hiring help can significantly improve mental well-being.
- Women often face guilt and shame regarding unpaid labor.
- Work-life balance is more about rhythms than perfection.
- Scheduled guilt-free playtime enhances productivity.
- Structure can lead to freedom, not restriction.
- Curiosity about resistance to structure is essential.
- Unhealed pain often lies beneath resistance to structure.
- Words and language are powerful tools in leadership.
- Parenting is a season; it will change over time.
Chapters
00:00 Introduction to Amy Kemp and Her Journey
03:06 The Inspiration Behind 'I See You'
06:11 Understanding the Target Audience of the Book
09:01 The Impact of Subconscious Habits on Success
11:59 Navigating the Conflict Between Business and Caretaking Roles
14:55 Identifying and Shifting Unhelpful Thoughts
17:58 The Burden of Unpaid Labor and Its Implications
21:02 Valuing Help and Delegation in Personal and Professional Life
26:29 The Burden of Unpaid Labor
29:02 Work-Life Balance: The Elusive Unicorn
30:35 Living in Rhythms: Guilt-Free Playtime
39:27 Structure as a Path to Freedom
45:05 Final Thoughts and Resources
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
1 MAG 2025 · “If you don't invest in marketing, your competition will.”
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
ADec - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
Start to Strength Registration - https://orthofi.regfox.com/from-start-to-strength-june-2025
Summary
In this engaging conversation, Jill and Dino discuss the importance of marketing strategies for healthcare professionals, particularly focusing on building referral relationships through intentional events. They explore common mistakes practices make in planning these events, the significance of authenticity in marketing, and how startups can effectively engage with their communities. Dino emphasizes the need for budgeting, planning, and creating memorable experiences that foster genuine connections with referring doctors. In this conversation, Dino and Jill discuss the importance of intentionality in marketing strategies for healthcare professionals, particularly in creating effective appreciation events for patients and doctors. They emphasize the need for a structured approach to referrals, leveraging competition, and investing in relationships to achieve better returns. Dino shares insights on how to create a blueprint for success and the significance of follow-up in maximizing the impact of events. The discussion concludes with a light-hearted speed round, highlighting personal habits and unconventional workplace perks.
Connect With Our Guest
Appreciation Event Blueprint - https://dreventblueprint.com/
Takeaways
- Dino has been busy with travel and opening a chiropractic office.
- Referrals are essential in the healthcare industry.
- Hope is not a business plan; intentionality is key.
- Creating memorable events can significantly boost referrals.
- Startups should engage their community early on.
- Budgeting and planning are crucial for successful events.
- Using a committee can alleviate the burden of event planning.
- Authenticity in marketing fosters genuine relationships.
- Personalized gifts are more impactful than generic ones.
- Showcasing successful patient outcomes strengthens referral relationships. It's a blueprint you can use over and over again.
- We need to be intentional about this.
- Reward patients for bringing friends to events.
- Doctors need to edify themselves to gain referrals.
- Leverage competition to highlight your strengths.
- Investing in relationships can yield better returns.
- Follow-up is crucial for maximizing event impact.
- Shake things up to avoid stagnation in marketing.
- Every Batman needs a joker; use competition wisely.
Chapters
00:00 Introduction and Personal Updates
02:07 Marketing Strategies for Doctors
07:30 Common Mistakes in Referral Events
14:40 Engaging Startups in Marketing
16:04 Budgeting and Planning Events
21:20 Authenticity in Marketing and Referrals
23:43 Creating a Blueprint for Success
26:09 Intentionality in Patient and Doctor Appreciation Events
30:50 Building Confidence in Referrals
33:42 Leveraging Competition for Growth
36:51 Investing in Relationships for Better Returns
41:34 Speed Round Insights
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
24 APR 2025 · "We cut their supply cost in more than half."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
Summary
In this engaging conversation, Jill and Mari Sawtelle discuss the evolution of Mari's career in orthodontics, the establishment and impact of Mary's List, and the importance of understanding supply costs and the gray market in the industry. They explore strategies for cost management in orthodontic practices and the benefits of joining buying groups. Mari emphasizes the need for transparency and efficiency in purchasing, while also sharing insights on how to navigate the challenges faced by orthodontists today.
Connect With Our Guest
Mari’s List - https://marislist.com/
Takeaways
- Mari Sawtelle has a rich history in orthodontics spanning over 40 years.
- Mary's List has grown to become the largest orthodontist-exclusive buying group in the U.S.
- Understanding supply costs is crucial for orthodontists to manage their expenses effectively.
- The gray market poses significant risks to orthodontic practices, including liability issues.
- Buying groups can offer substantial savings and transparency in pricing.
- Efficient ordering systems can save time and reduce costs in orthodontic practices.
- Orthodontists should be cautious of companies that engage in gray market practices.
- Regular coaching and support can help practices optimize their supply management.
- Investing early can lead to better financial security in the long run.
- Networking and community engagement are vital for growth in the orthodontic field.
Chapters
00:00 Introduction and Background of Mari Sawtelle
05:36 The Impact of Mary's List on Orthodontics
06:07 Understanding the Gray Market in Orthodontics
10:33 The Importance of Buying Groups
17:32 Strategies for Cost Management in Orthodontic Practices
22:43 Advice for New and Existing Orthodontists
29:50 Conclusion and Future Engagements
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
17 APR 2025 · "Be aware of the risk in the first place"
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
Summary
In this conversation, Trey Lawrence, CEO of the American Association of Orthodontists (AAO), discusses his role and the importance of advocacy in orthodontics. He highlights the legal risks associated with social media use among orthodontists, particularly regarding HIPAA compliance and FTC regulations. The conversation also touches on the impact of AI in orthodontics and the ongoing tech transformation at the AAO to improve communication and efficiency. In this conversation, Trey Lawrence discusses the transformative changes being implemented at the AAO, focusing on personalized member experiences through AI, enhancing social media presence, and exciting developments for the upcoming AAO 2025. He emphasizes the importance of community engagement and the need for effective communication strategies to better serve members. The discussion also touches on industry challenges and the potential impact of AI on orthodontics.
Connect With Our Guest
American Association of Orthodontists - https://aaoinfo.org/
Takeaways
- Trey Lawrence is the CEO of the AAO, emphasizing advocacy.
- Advocacy is crucial for orthodontists and their members.
- Social media poses legal risks for orthodontists, especially regarding HIPAA.
- Awareness of legal risks is the first step for orthodontists.
- FTC regulations apply to orthodontic advertising and endorsements.
- Disclosure of incentives for reviews is necessary for compliance.
- AI is transforming the efficiency of orthodontic practices.
- The AAO is undergoing a tech transformation to improve member communication.
- Data centralization is key for leveraging AI in orthodontics.
- Effective communication is essential for member engagement. AI will personalize member interactions significantly.
- Social media presence needs a major overhaul.
- AAO 2025 will focus on community and networking.
- Personalized experiences will help members navigate resources.
- The organization is defined by its members, not just its structure.
- AI solutions are becoming more accessible for practices.
- Maintaining personal connections in orthodontics is crucial.
- The upcoming annual session promises to be highly engaging.
- Community engagement is essential for member satisfaction.
- Addressing student loan debt is a priority for future orthodontists.
Chapters
00:00 Introduction to Trey Lawrence and AAO Leadership
02:54 The Importance of Advocacy in Orthodontics
06:04 Navigating Social Media and Legal Risks
09:00 Understanding FTC Regulations and Compliance
11:50 The Role of AI in Orthodontics and AAO
14:57 Tech Transformation at the AAO
24:11 Personalized Member Experience through AI
27:17 Enhancing Social Media Presence
34:36 Exciting Developments for AAO 2025
37:15 Engaging with the Community
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
10 APR 2025 · "Your website is your online waiting room"
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
RSVP for the Provide AAO Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform
Summary
In this conversation, Amanda Cabrera from ENOX Media discusses the importance of branding and marketing strategies for orthodontic practices. She emphasizes the need for consistency in branding, the evolution of patient experience, and common mistakes made in website design that can hinder patient conversion. Amanda shares insights on how to create a trustworthy brand experience and the significance of aligning online presence with in-office experiences to foster patient trust and engagement. In this conversation, Jill and Amanda discuss the critical role of analytics in online marketing, emphasizing the need for business owners to pay attention to their website's performance. They explore how user experience can be enhanced through website audits and the importance of creating a cohesive brand experience across all platforms. The discussion highlights the significance of understanding user interactions and the impact of micro-interactions on patient engagement.
Connect With Our Guest
eNox Media- https://enoxmedia.com/
Takeaways
- Branding is more than just a logo; it's the entire experience.
- Consistency in branding builds trust and familiarity with potential patients.
- Social media should reflect the same branding as in-office experiences.
- Authenticity in marketing is crucial for connecting with patients.
- Websites should prioritize content that helps potential patients feel comfortable.
- Visual consistency in marketing materials is essential for brand recognition.
- Patient experience evolves as practices grow and change.
- Website mistakes can lead to missed opportunities for patient conversion.
- Regular audits of website functionality are necessary for optimal performance.
- Engaging with patients online should mirror in-office interactions. Analytics is often seen as a buzzword but is crucial for online marketing.
- Business owners frequently overlook the importance of website analytics.
- Websites should be viewed as online waiting rooms for potential clients.
- Understanding user interactions can lead to better website performance.
- Rage clicks indicate user frustration and should be analyzed.
- Conducting a website audit can reveal inconsistencies in branding.
- Micro-interactions significantly affect user experience and perception.
- A cohesive brand experience builds trust with potential clients.
- It's essential for team members to understand the brand's story.
- Being authentic and vulnerable in business can foster better connections.
Chapters
00:00 Introduction to ENOX Media
02:52 Understanding Branding in Orthodontics
07:07 Inconsistencies in Marketing Practices
12:50 The Evolution of Patient Experience
17:14 Website Mistakes and Conversion Strategies
25:35 The Importance of Analytics in Online Marketing
32:10 Enhancing User Experience Through Website Audits
39:41 Creating a Cohesive Brand Experience
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
3 APR 2025 · "You need a coach, and you need a mentor"
Connect With Our Sponsors -
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
RSVP for the Provide AAO Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform
Summary -
In this conversation, Shannon Patterson discusses the evolving landscape of orthodontic practice transitions, emphasizing the importance of mentorship, ownership, and financial stability. The discussion covers market trends, the significance of partnerships, and critical steps for buying or selling a practice. Shannon also highlights the need for proper preparation and professional guidance in navigating transitions, as well as reflections on trends observed in 2024. In this conversation, Shannon Patterson and Jill discuss the intricacies of practice transitions, focusing on the importance of avoiding common mistakes, understanding the evolving landscape of DSOs and OSOs, and the necessity of investing in oneself and one's team. They emphasize the significance of having a senior doctor involved during transitions, the shift in the DSO model towards partnerships, and the need for doctors to outline their personal and professional goals to achieve a balanced and fulfilling career.
Connect With Our Guest -
Bentson, Copple, Patterson & Associates- https://bcp-advisors.com/
Takeaways -
- Shannon Patterson emphasizes the importance of mentorship in the orthodontic field.
- The market has shifted to a buyer's market post-COVID, affecting practice sales.
- Young doctors are increasingly interested in ownership for long-term wealth.
- Partnerships are becoming a predominant model in the orthodontic industry.
- Financial stability is crucial for doctors considering selling their practices.
- Preparation for practice transitions involves cleaning up financial records.
- Observation buckets in orthodontics are essential for future patient leads.
- Professional help is necessary for successful practice transitions.
- Banks are now more stringent in their requirements for practice purchases.
- Understanding market demand is key for sellers in the orthodontic field. Avoid costly mistakes in practice transitions.
- Senior doctors should remain involved during transitions.
- The DSO model has shifted towards partnerships.
- Investing in yourself and your team is crucial.
- Outline personal and professional goals for success.
- Burnout is a real issue in the dental profession.
- Younger doctors need support in practice management.
- Change should be gradual to ease team anxiety.
- Utilizing consultants can improve practice performance.
- Work-life balance is essential for long-term satisfaction.
Chapters -
00:00 Introduction to Practice Transitions
02:52 Rebranding and Transitioning at Benson Copple Patterson
05:50 Market Trends in Orthodontics
08:57 The Importance of Ownership in Dentistry
11:59 Critical Steps for Buying or Selling a Practice
18:03 Preparing for Practice Transitions
25:03 Reflections on 2024 Trends
25:55 Avoiding Costly Mistakes in Practice Transitions
34:11 Understanding DSOs and OSOs
42:01 Investing in Yourself and Your Team
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits -
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
27 MAR 2025 · "Healthy leaders help their teams become more healthy”
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
RSVP for the Provide AAO Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform
Summary
In this conversation, Jill and Kimberly Collins explore the significance of personality tests, particularly the Enneagram and MBTI, in enhancing self-awareness and emotional intelligence among leaders and teams. They discuss how these tools can be utilized to improve personal effectiveness, identify triggers, and create a psychologically safe workplace. The dialogue emphasizes the importance of healthy leadership in fostering a supportive environment where team members feel comfortable sharing ideas and learning from mistakes. In this conversation, Kimberly Collins and Jill discuss the importance of establishing boundaries to prevent burnout, the significance of psychological safety in the workplace, and the role of active listening and emotional intelligence in effective leadership. They explore how leaders can repair relationships and foster a supportive environment, as well as the need for ongoing self-reflection and personal growth in leadership roles. The discussion emphasizes the necessity of equipping team members with the tools they need to succeed as they transition into leadership positions.
Connect With Our Guest
Enneagram Reflections- https://www.enneagramreflections.com/
Takeaways
- Personality typing systems help describe and categorize patterns of thought, behavior, and emotion.
- The ultimate goal of personality tests is to improve self-awareness and emotional intelligence.
- Healthy leaders contribute to the psychological safety of their teams.
- Emotional intelligence requires active practice and intentional learning.
- Triggers can serve as valuable information for personal growth.
- Understanding one's triggers can lead to better self-regulation and communication.
- Creating psychological safety does not require extra effort but rather healthy boundaries and structure.
- Leaders should focus on their own health to positively impact their teams.
- Personality tests can help identify areas of least satisfaction and improve relationships.
- Compassion is essential when addressing triggers and emotional responses. Delegating tasks is essential to prevent burnout.
- Clear communication and expectations foster psychological safety.
- Active listening is crucial for effective team dynamics.
- Emotional intelligence is key for leaders to respond productively.
- Repairing relationships strengthens team bonds.
- Promoting individuals without proper training can lead to challenges.
- Self-awareness is vital for effective leadership.
- Understanding team dynamics enhances leadership effectiveness.
- Coaching and mentoring are essential for developing leaders.
- Regular self-reflection can improve personal and professional growth.
Chapters
00:00 Introduction to Personality Tests
02:48 The Role of Personality Tests in Leadership
06:03 Emotional Intelligence and Self-Awareness
08:57 Identifying Triggers and Blind Spots
11:58 Creating Psychological Safety in Teams
19:52 Establishing Boundaries to Prevent Burnout
20:40 The Importance of Psychological Safety
21:57 Active Listening and Communication
22:49 Emotional Intelligence in Leadership
24:27 The Power of Repairing Relationships
27:00 Developing Next-Level Leadership Skills
34:11 Encouraging Self-Reflection and Growth
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
20 MAR 2025 · "What you save is a choice"
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/
RSVP for the Provide AAO Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform
Summary
In this conversation, Kyle J Christensen discusses his journey in financial planning, emphasizing a principles-based approach tailored for new doctors and business owners. He highlights the industry's focus on wealth management after assets are created, contrasting it with his philosophy of helping clients build wealth from the ground up. Key principles include paying oneself first and understanding the difference between savings and investments. The discussion also addresses the challenges new business owners face, including managing expenses and planning for unexpected events. In this conversation, Kyle J Christensen discusses the importance of preparing for unexpected life events and the necessity of having a solid financial foundation. He emphasizes the principle of maximum protection in financial planning, highlighting the need for comprehensive insurance coverage and the importance of understanding the details of policies. Kyle also addresses the challenges young professionals face in managing their finances and the agendas of financial institutions, urging listeners to take control of their financial futures.
Connect With Our Guest
Unique Advantage- https://uniqueadvantage.biz/
Takeaways
- Principles-based financial planning focuses on building wealth.
- Many financial planners only work with wealthy clients.
- The financial industry often helps after wealth is created.
- Paying yourself first is crucial for financial success.
- Profits should not be an afterthought in business.
- Expenses can consume all profits if unchecked.
- What you save is a conscious choice.
- Savings and investments serve different purposes.
- Planning for unexpected events is essential for business owners. 100% of us will experience unexpected life events.
- Protection has nothing to do with needs.
- You have the right to know what your maximum is.
- Most people don't have maximum protection.
- The devil's in the details with disability insurance.
- What percentage of your income would you want replaced?
- You're in a battle for control and use of your money.
- Financial institutions want to separate you from your money.
- If you don't do the foundation right, you could lose it.
Chapters
00:00 Introduction to Financial Planning and Unique Advantage
03:05 Understanding the Role of a Financial Planner
05:59 Principles-Based Financial Planning for New Doctors
08:56 Fundamentals of Financial Planning
12:00 Paying Yourself First: Strategies for Success
14:59 Navigating Financial Challenges as a New Business Owner
17:56 Planning for the Unexpected in Financial Management
19:25 Navigating the Unexpected in Life and Business
25:32 Understanding Maximum Protection in Financial Planning
29:18 Building a Solid Financial Foundation
30:09 Final Insights for Young Professionals
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- http://www.practiceresults.com/.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday!
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey. Hosted by Jill Allen of Jill Allen & Associates,...
mostra di più
Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey.
Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation.
Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice.
Tune in weekly. Episodes drop every Thursday!
mostra meno
Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation.
Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice.
Tune in weekly. Episodes drop every Thursday!
Informazioni
| Autore | Jill Allen |
| Organizzazione | Mainbox JA&A |
| Categorie | Gestione , Imprenditorialità , Medicina |
| Sito | www.spreaker.com |
| admin@productionresultsmedia.com |
Copyright 2025 - Spreaker Inc. an iHeartMedia Company
