Art of Dental Finance and Management

Hosted by Art Wiederman

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179

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Sep 2026

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About the show

Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.RSSVERIFY

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September 23, 202659 min

Why Every Dental Practice Needs a COO (Chief Operating Officer)

Your dental practice does not need another task manager. It needs a Chief Operating Officer. Art Wiederman sits down with dental management consultant Gene St Louis to reframe the office manager role as Chief Operating Officer and show what that shift means for leadership, culture and profitability. The discussion covers how a strong doctor and office manager partnership creates clear lanes of responsibility, builds trust through consistent communication, and replaces micromanagement with real accountability. You will hear how structured onboarding, intentional team culture, and simple daily, weekly and monthly checklists keep operations predictable, plus which numbers every office manager should own from production and collections to overhead and accounts receivable over 90 days. Gene also breaks down engineered block scheduling, proactive insurance follow up at 31 days, and how to use technology to improve patient care and team efficiency, along with an inside look at the new GSTL Academy, a 16 module certification program built to give office managers practical training in leadership, financial control, KPI mastery, and systems that scale. Connect with Gene: Website: https://www.genestlouisconsulting.com/ Phone Number: 866-200-3217 630-675-5183 Email: Gene@Gstlconsulting.com -------------- 🚀 Stop Leaving Money on the Table! When was the last time you renegotiated your PPO contracts? If it's been years or never, you could be missing out on thousands in revenue. PPO Advisors helps dental practices negotiate higher reimbursement rates, with clients seeing an average 20% fee increase. They've already helped 2,800+ practices generate $37.3 million in additional revenue. 👉 Ready to find out how much you're leaving behind? Visit https://calendly.com/jstromberg-ppoadvisors/profitability-under-pressure today and request your FREE, risk-free PPO Profit Analysis! -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

September 9, 202657 min

Why Your Dental Team Resists Change and How to Fix It

What if getting your dental team to embrace change did not have to end in pushback, frustration and wasted investment. In this episode Art Wiederman sits down with Emme Sanders RDH, author of Welcome to Work and cofounder of Collaboracon, to break down why dental teams resist change and how to make new systems actually stick. Emme shares lessons from completing the Spartan Trifecta and from years in high volume and cosmetic dentistry to show that any goal is achievable when you train your brain and take intentional baby steps. You will learn how to create a welcoming environment by showing up with a happy heart, how to lead from any position in the practice, and how to involve your team early so they stay committed instead of feeling dictated to. Emme walks through a practical Agree Pact for implementing change, celebrating wins and supporting each other, plus gentle language for course correcting without creating conflict. You will also hear how to unravel toxic dynamics, how to address a single challenging team member with anonymous feedback and direct conversation, how to prevent agree drift with supportive check ins, and how to implement new technology like AI as a tool for patient care without letting it collect dust. If you are navigating rising costs, team tension or stalled systems, this conversation gives you a clear starting point and the exact language to start today. Connect with Emme Sanders! Phone Number 704-517-0009 Collabricon conference website: https://www.collabriconcrew.com/ Learn more about Collaboracon happening November 6 and 7 in Nashville at Collaboracon.com and use code 10 off for your team, and find Emme at https://emmesandersrdh.com/ -------------- 🚀 Stop Leaving Money on the Table! When was the last time you renegotiated your PPO contracts? If it's been years or never, you could be missing out on thousands in revenue. PPO Advisors helps dental practices negotiate higher reimbursement rates, with clients seeing an average 20% fee increase. They've already helped 2,800+ practices generate $37.3 million in additional revenue. 👉 Ready to find out how much you're leaving behind? Visit https://calendly.com/jstromberg-ppoadvisors/profitability-under-pressure today and request your FREE, risk-free PPO Profit Analysis! -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

August 26, 20261 hr 2 min

Track These Numbers to Build a Profitable Dental Practice

Most dentists look at their profit and loss statement but miss the numbers that actually drive practice growth. In this episode, Kevin Bray of Dental Accounting Group shares the key financial metrics every practice owner should monitor to improve profitability, increase production, and make smarter business decisions without getting lost in spreadsheets. Kevin explains why accurate bookkeeping is the foundation of every successful dental practice and how benchmarking against similar offices reveals hidden opportunities for growth. He breaks down the importance of tracking production per hour, hygiene performance, staff costs, collections, and new patient flow while emphasizing that increasing production often has a greater impact than simply cutting expenses. The conversation also explores case acceptance, team alignment, marketing strategies that actually work, practice overhead, hiring associates at the right time, and planning for future partnerships or ownership transitions. Throughout the discussion, Kevin reinforces that understanding your numbers allows you to make confident decisions, reduce stress, and build a more profitable and sustainable practice. Connect with Kevin Bray! Website: https://dentalaccountingpros.com/ Email: kevin@dentalaccountingpros.com -------------- 🚀 Stop Leaving Money on the Table! When was the last time you renegotiated your PPO contracts? If it's been years or never, you could be missing out on thousands in revenue. PPO Advisors helps dental practices negotiate higher reimbursement rates, with clients seeing an average 20% fee increase. They've already helped 2,800+ practices generate $37.3 million in additional revenue. 👉 Ready to find out how much you're leaving behind? Visit https://calendly.com/jstromberg-ppoadvisors/profitability-under-pressure today and request your FREE, risk-free PPO Profit Analysis! -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

August 12, 202659 min

Don't Sign Another PPO Contract Until You Watch This

Are PPOs quietly costing your dental practice hundreds of thousands of dollars? In this episode, PPO expert Shelley DeGroff reveals how hidden contract terms, outdated reimbursement rates, and insurance strategies can significantly reduce profitability without most dentists even realizing it. Host Art Wiederman sits down with Shelley DeGroff, founder of PPO Advisors, to unpack the complex world of PPO insurance and explain why understanding your contracts is one of the fastest ways to improve your practice's financial health. Shelley shares how insurance companies use data mining to monitor practices, why dentists should regularly negotiate reimbursement rates, and how many providers unknowingly accept lower payments because they are contracted through multiple hidden network agreements. The conversation also explores common mistakes that can expose practices to compliance risks, including improper patient discounts and NPI credentialing fraud during practice transitions. Shelley explains why these issues are more serious than many dentists realize and offers practical guidance for avoiding costly mistakes. The episode concludes with advice on evaluating whether to stay in network or transition out of network, emphasizing that the right strategy depends on your practice goals, patient relationships, and long term profitability. Dentists will leave with a better understanding of how to take control of their insurance participation instead of letting insurance companies dictate the future of their practice. Connect with Shelley! 🌐 Website: https://ppoadvisors.com/ ✉️ PPO Advisors Email: info@ppoadvisors.com 📩 Shelley's Email: Shelley@ppoadvisors.com 💰 Special offer for our listeners! Mention this podcast when you contact PPO Advisors and receive $250 off any of their services. It's an exclusive bonus just for podcast listeners. -------------- 🚀 Stop Leaving Money on the Table! When was the last time you renegotiated your PPO contracts? If it's been years or never, you could be missing out on thousands in revenue. PPO Advisors helps dental practices negotiate higher reimbursement rates, with clients seeing an average 20% fee increase. They've already helped 2,800+ practices generate $37.3 million in additional revenue. 👉 Ready to find out how much you're leaving behind? Visit https://calendly.com/jstromberg-ppoadvisors/profitability-under-pressure today and request your FREE, risk-free PPO Profit Analysis! -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

July 29, 20261 hr 0 min

The Mindset Every Dentist Needs to Avoid Burnout

Dentistry is becoming more stressful than ever, and the effects go far beyond a busy schedule. Burnout, anxiety, depression, and chronic stress are impacting more dentists than many realize. In this conversation, Dr. Kristin Yont shares her personal journey through overwhelming stress and explains how it led her to discover evidence based strategies that transformed both her career and her life. Learn how chronic stress changes the brain, why burnout affects leadership and decision making, and what practical techniques can help dentists stay resilient. From breathing exercises and mindfulness to emotional intelligence and healthier daily habits, this episode explores simple tools that can improve mental wellbeing, strengthen leadership, and create a more sustainable career in dentistry. Whether you own a practice or are early in your dental journey, this discussion offers valuable insights to help you perform at your best while protecting your health. Connect with Dr. Kristin Website: mindbodyteacher.com -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

July 15, 202655 min

The Investment Strategy Every Dentist Needs! With Joe Kalinowski, CPA/PFS

The market is hitting new highs, but that doesn't mean your investment strategy is working. In this episode, Art Wiederman and Joe Kalinowski explain why building wealth as a dentist has far less to do with predicting the next winning stock and far more to do with having the right long term plan. From the strong performance of large cap, small cap, and international markets to the growing impact of AI on investing, Art and Joe break down what's happening in today's market and what it means for dentists. They discuss why chasing returns often leads to poor decisions, how diversification and disciplined portfolio management can help reduce risk, and why your investment strategy should evolve throughout your career. The conversation also explores retirement planning, tax efficient investing, Roth conversions, selling a dental practice, and practical financial decisions that can have a lasting impact on your wealth. Whether you're buying your first practice, growing your investments, or preparing to retire, this episode offers practical guidance to help you make smarter financial decisions. Follow us on our Socials! Instagram: @artofdentalfinance Facebook: The Art of Dental Finance and Management LinkedIn: Art Wiederman Tiktok: theartofdentalfinance&mgmt Connect with Joe! Email: Joe@earned.com Website: https://www.earned.com/ Contacts: 877 939 2500. 925 280 5706 -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

July 1, 20261 hr 5 min

Getting Out of Credit Card Debt. Watch THIS!

Credit card debt is one of the biggest financial threats facing dentists today, and rising interest rates could make it even harder to escape. In this episode, Art Wiederman explains why so many dental professionals fall into the debt trap, shares practical strategies to break the cycle, and discusses important Social Security changes that could affect your long term financial future. In this solo episode, Art Wiederman takes a deep dive into two financial topics every dentist should understand. He begins by discussing the growing impact of credit card debt, explaining how high interest rates and minimum payments can quickly turn manageable balances into long term financial burdens. He shares real world examples of how dentists can evaluate their spending habits, identify unnecessary expenses, and use proven debt repayment strategies such as the debt avalanche and debt snowball methods to regain financial control. Art also emphasizes the importance of growing practice revenue while maintaining disciplined personal spending to build lasting financial security. The conversation then shifts to Social Security and the challenges facing the program in the coming years. Art explains why dentists should pay attention regardless of their age, outlining potential changes that could affect retirement benefits and discussing factors to consider when deciding when to begin collecting Social Security. Throughout the episode, he encourages listeners to work closely with trusted financial advisors, develop a long term plan, and make intentional decisions that support a stronger financial future both inside and outside their dental practice. Follow us on our Socials! Instagram: https://www.instagram.com/artofdentalfinance/ Facebook: https://www.facebook.com/profile.php?id=61587353793811 LinkedIn: https://www.linkedin.com/in/artwiedermancpa/ Tiktok: https://www.tiktok.com/@artwiederman -------------- Looking for financial guidance from a team that truly understands dentistry? Bank of America Practice Solutions has spent over 25 years helping dentists nationwide achieve their goals with customized financing and expert support, whether you are just getting started or growing an established practice. Email dg.connect@bofa.com to connect with a specialist and get personalized financial solutions. -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

June 17, 20261 hr 1 min

Buying or Selling a Dental Practice Successfully

Thinking about buying or selling a dental practice? The decisions you make years before a transition can significantly impact your practice value, retirement plans, and long term financial success. In this episode, dental transition expert Dan Van Eps shares what dentists need to know to navigate today's practice sales market with confidence. Art Wiederman and Dan Van Eps discuss the current state of dental practice transitions, including what buyers are looking for, how practices are valued, and the common mistakes that can reduce a practice's sale price. They explore why preparation is critical, how sellers can maximize value before listing their practice, and the importance of building the right advisory team. The conversation also covers financing, lease negotiations, due diligence, rural versus urban practice opportunities, and the growing influence of DSOs. Whether you are planning to retire in the near future or simply want to understand your options as a practice owner, this episode provides practical insights to help you make informed decisions and avoid costly mistakes during the transition process. Connect with Dan ✉️ Email: dan.vaneps@henryschein.com 📞 Phone: 303-906-6408 🌐 Website: https://dentalpracticetransitions.henryschein.com/ -------------- Looking for financial guidance from a team that truly understands dentistry? Bank of America Practice Solutions has spent over 25 years helping dentists nationwide achieve their goals with customized financing and expert support, whether you are just getting started or growing an established practice. Email dg.connect@bofa.com to connect with a specialist and get personalized financial solutions. -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off. #DentalPractice #Dentistry #DentalBusiness #PracticeTransitions #DentalPracticeManagement

June 3, 20261 hr 2 min

Dental Insurance Is Getting Harder Here’s What Every Dentist Must Know

Dental insurance is no longer a simple benefit you explain at the front desk. It has become one of the most complex and frustrating parts of running a dental practice, and if you are not paying close attention, it is quietly costing you money, time, and peace of mind. In this episode, Art Wiederman sits down with Teresa Duncan to unpack what is really happening with dental insurance today and why so many practices feel overwhelmed. They discuss how employer selected plans are becoming more restrictive, why claims are being denied more frequently, and how poor documentation can hurt both revenue and legal protection. Teresa explains the critical differences between primary and secondary coverage, coordination of benefits, self funded plans, and why many dentists are unknowingly writing off more than they should. The conversation also dives into documentation standards, AI imaging, appeals strategies, and the importance of training your team to communicate insurance realities clearly and confidently to patients. If your accounts receivable are rising, your team is stressed, or you feel like insurance rules change every month, this episode will give you clarity and practical direction. Connect with Teresa Duncan 🌐 Website: https://www.odysseymgmt.com/ 🌐 Dental Revenue Network: https://dentalrevenuenetwork.com/ ▶️ YouTube: https://www.youtube.com/@odysseymgmt 🎙️ Nobody Told Me That Podcast: https://www.youtube.com/playlist?list=PLJF_kSfpA7sJ-rfD-363OfhlFgH9bKWGN 📕 Dental Insurance Design and Management course: https://www.odysseymgmt.com/dental-insurance 💰 Special Offer: Get $75 off the Dental Insurance Design and Management course with code: ART -------------- Looking for financial guidance from a team that truly understands dentistry? Bank of America Practice Solutions has spent over 25 years helping dentists nationwide achieve their goals with customized financing and expert support, whether you are just getting started or growing an established practice. Email dg.connect@bofa.com to connect with a specialist and get personalized financial solutions. -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

May 20, 202657 min

The Secret Behind High Treatment Acceptance in Dentistry

What makes patients trust a dentist enough to accept treatment, stay loyal for years, and refer everyone they know? In this episode, dental consultant Andrea Clasen shares lessons from nearly six decades in dentistry and explains why the most successful practices are built on communication, leadership, and genuine patient care instead of pressure or sales tactics. Andrea talks about the biggest mistakes dentists make during treatment presentations, why relationship building matters more than closing cases, and how strong communication between dentists, hygienists, and team members creates long term practice growth. She also explains how internal culture affects patient experience, why leadership sets the tone for the entire office, and how practices can increase production by improving systems instead of simply chasing more new patients. Throughout the conversation, Andrea shares practical insights on treatment acceptance, scheduling, patient retention, team culture, hygiene driven growth, and what separates average practices from truly exceptional ones. She also reflects on burnout in dentistry, mentoring younger dentists, and the importance of creating a practice where both patients and staff feel valued and respected. Connect with Andrea Clasen Email: Andrea@Clasenconsulting.com -------------- Looking for financial guidance from a team that truly understands dentistry? Bank of America Practice Solutions has spent over 25 years helping dentists nationwide achieve their goals with customized financing and expert support, whether you are just getting started or growing an established practice. Email dg.connect@bofa.com to connect with a specialist and get personalized financial solutions. -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.