Ortho Marketing Live

Hosted by Ortho Marketing

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187

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May 2026

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About the show

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

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May 29, 202630 min

OM Ep. 186- The Hidden Problems Inside Orthodontic Practices No One Is Talking About

In this episode of Ortho Marketing, host Dean Steinman is joined by Brooke Oliphant, founder of Rise Up Coaching, to uncover the hidden problems costing orthodontic practices thousands in lost revenue. They break down why the industry's case acceptance rate is stuck between 50–60%, why today's consultation model is outdated, and how an undertrained treatment coordinator can quietly sabotage your growth. From broken follow-up protocols to the "pending black hole," Dean and Brooke reveal what's really standing between your leads and your starts — and exactly what to do about it. If your practice is getting patients through the door but not converting them, this episode will show you where the gaps are and how to fix them fast.What You’ll Learn:Why the industry's consultation model is old and tired and how it's designed to send patients home to think about itThe real reason "friendly" doesn't earn a signature and what treatment coordinators must do insteadWhy waiting to discuss money until the end of the consultation is costing you case acceptanceHow a 2-minute speed-to-lead response window and 18–20 follow-up touchpoints can dramatically increase your startsWhat a 10% improvement in conversion rate is actually worth to your bottom line — the numbers will surprise youThe one thing doctors can do today to understand how much revenue is already walking out the doorAbout Brooke OliphantBrooke Oliphant is the founder of RiseUP Coaching and a strategic growth partner to orthodontists across the country. She helps practices transform the new patient experience into a powerful conversion engine by elevating Treatment Coordinators, modernizing consultation strategy, and designing what she calls “moments of impact” that turn shoppers into buyers. A lifelong entrepreneur and OrthoFi awared Treatment Coordinator, Brooke blends sales psychology, hospitality principles, and real-world business strategy to help practices dramatically increase case acceptance and profitability.She’s a keynote speaker, best selling author, and the creator of the Question-Focused Consultation™ — a framework that's driven 15,000+ new patient starts and over 80 million in new production across orthodontic practices nationwide by helping orthodontic teams rethink how conversations lead to confident decisions.Ready to transform your treatment coordinator and skyrocket your case acceptance? Connect with Brooke Oliphant, founder of RiseUP Coaching: https://www.riseuporthocoaching.com/Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

April 28, 202618 min

OM Ep. 185- Why Most Orthodontic Practices Fail with Marketing Agencies (And How to Fix It) with John Iuzzini

In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what’s missing and where to improve.What You’ll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

April 8, 202627 min

OM Ep. 184- The Future of Orthodontics: AI-Driven Custom Braces and the Rise of Fully Digital Treatment with Mehdi Peikar

The future of orthodontics is becoming fully digital and AI is playing a central role. In this episode of Ortho Marketing, host Dean Steinman sits down with orthodontist, inventor, and Celebrace founder Dr. Mehdi Peikar to explore how AI-driven systems and custom digital braces are transforming the way orthodontic treatment is planned and delivered. Dr. Peikar breaks down how AI is used throughout the workflow from scanning and tooth identification to treatment planning and bracket design and how fully customized, 3D-printed brackets are evolving beyond traditional “one-size-fits-all” approaches. He also shares how adopting digital technology can improve efficiency, reduce guesswork, and help practices stand out in a competitive market. If you want to understand where orthodontics is headed and how to stay ahead of rapid technological change, this episode is a must-listen!What You’ll Learn:How AI is used in orthodontics from scanning to treatment planningThe limitations of traditional “one-size-fits-all” bracesHow fully customized brackets improve precision and efficiencyThe role of digital workflows in modern orthodontic practicesHow AI assists with diagnosis, segmentation, and treatment designWhy adopting new technology can help practices stand outKey trends shaping the future of orthodontics and digital treatmentAbout Mehdi PeikarDr. Mehdi Peikar is an orthodontist, inventor, and founder of Celebrace, the world’s first fully digital, AI-driven custom fixed orthodontic system. He holds a PhD in Biomechanics from Johns Hopkins University, a Master’s in Quantum Mechanics and Condensed Matter from the University of Illinois, and completed his orthodontic residency at UCLA. Dr. Peikar holds more than 60 patents and previously invented the Independent Mover technology (Brius/Brava). He now leads Celebrace in developing fully customized brackets and digital bonding trays to bring precision engineering into orthodontics.Learn more about Celebrace: https://celebrace.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

March 24, 202619 min

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

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

March 18, 202625 min

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

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

February 25, 202628 min

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

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

June 20, 202538 min

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

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

June 12, 202532 min

OM Ep. 179- From Acquisition to Acceleration: Marketing Strategies for Growing Dental Practices

In this Ortho Marketing episode, Dean Steinman is joined by Brad Hughes, Founder and CEO of Vision Dental Partners. They explore how to grow and accelerate dental practices—from strategic acquisitions to marketing tactics that drive real results. Learn how to scale faster, streamline operations, and boost patient growth post-acquisition.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Brad HughesDr. Hughes is a third-generation dentist, proudly following in his father and grandfather’s footsteps, and has been providing excellent dentistry for over 17 years. He is a graduate of Indiana University School of Dentistry. With a passion for growing teams and helping others thrive both personally and professionally, Dr. Hughes has dedicated his career to fostering leadership and development in his practices and throughout the dental industry. His entrepreneurial spirit and commitment to growth continue to shape the future of his expanding dental group and the dental space as a whole.

May 30, 202524 min

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

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

May 7, 202526 min

OM Ep. 177- From Chaos to Control: How Dental Practices Benefit from Virtual Assistants

In this Ortho Marketing episode, Dean Steinman is joined by Rebecca Herring, Director of Healthcare Operations at Rocket Station. They dive into how virtual assistants are transforming the way dental practices operate— from reducing front desk stress to improving patient follow-ups and boosting overall productivity. Discover how you can regain control, streamline operations, and focus more on patient care.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Rebecca Herring, MAADOMRebecca Herring is a seasoned dental coach with over 25 years of hands-on experience in the dental industry, a journey that began in her youth while accompanying her father, a dentist, on humanitarian trips to Guadalajara. During these early experiences, Rebecca discovered the transformative power of dentistry and the importance of compassionate care. Her dedication to making a difference has only deepened since, and today, she empowers dental teams and professionals to unlock their full potential, ensuring they are in roles that not only fit their skills but fuel their passion. With her vast experience, approachable demeanor, and unwavering dedication to helping others succeed, Rebecca Herring is not just a coach but a trusted partner in transforming dental practices from the inside out.For more info: https://rocketstation.com/dental/