Shows
The Dental MarketerFrom Debt to Stability: Strategic Wealth Tips for Upcoming Dentists | Ross Brannon | 540Navigating the complex world of practice ownership isn't just about mastering the clinical side of dentistry. In this insightful episode, strategic wealth specialist Ross Brannon delves into the less-discussed trials faced by dentists, focusing on the often-overwhelming challenge of people management. Brannon reveals how these difficulties can push some dentists to the brink of considering selling their practices, shedding light on a critical issue that affects countless individuals in the field. His expert guidance is particularly timely given the additional pressures faced by new dentists, who not only contend with professional stressors but also juggle su...2025-01-3000 minThe Dental MarketerFrom Debt to Stability: Strategic Wealth Tips for Upcoming Dentists | Ross Brannon | 540Navigating the complex world of practice ownership isn't just about mastering the clinical side of dentistry. In this insightful episode, strategic wealth specialist Ross Brannon delves into the less-discussed trials faced by dentists, focusing on the often-overwhelming challenge of people management. Brannon reveals how these difficulties can push some dentists to the brink of considering selling their practices, shedding light on a critical issue that affects countless individuals in the field. His expert guidance is particularly timely given the additional pressures faced by new dentists, who not only contend with professional stressors but also juggle su...2025-01-3000 min
Financial FlossingEp 139: Dental Excellence: Mergers & Mentorship Insights🤔 "Ever wonder how the best dental practices keep growing in today's competitive landscape?"Join us on Financial Flossing as Ross Brannon chats with Dr. Kevin Kremer about dental practice growth and personal development dynamics. Dr. Kremer shares invaluable insights from his extensive experience, focusing on the significance of strategic mergers, mentorship, and continuous learning in the dental industry.Key Takeaways:🌟 Strategic mergers are essential for scaling dental practices.🎓 Mentorship is a powerful tool for personal and professional growth.🚀 Specialized services significantly enhance patient satisfaction and practice profitability.🔄 Embracing change and continuous learning are key to staying ahead in the competitive dental industry...2024-03-0633 min
Financial FlossingEp 138: Shielding Dentists' Assets: Strategies and LawsAre you a healthcare practice owner navigating the complexities of financial planning and asset protection? Today’s guest on Financial Flossing with host Ross Brannon is Eric Miller, co-owner of Econologics Financial Advisor, revealing why traditional investment options might not be enough and how diversified portfolios, including real estate and insurance products, can safeguard your financial future.In this episode, Eric Miller delves into the importance of asset protection strategies for healthcare practitioners, advocating for a diversified investment approach to achieve financial independence. He underscores the significance of real estate, insurance-based products, and private placements while highlighting the critical role of...2024-02-2832 min
Financial FlossingEp 135: Master Clear Aligner Integration for Dental ProfitabilityHow can dentists significantly boost their practice's profitability and patient satisfaction with clear aligners? Dive into the world of clear aligners with Dr. Avi Patel, a retired clinical dentist turned clear aligner expert, as we explore the untapped potential of this technology in dentistry.In this episode of the Financial Flossing podcast, host Ross Brannon is joined by Dr. Avi Patel to discuss the transformative power of clear aligners in the dental industry. Dr. Patel shares his journey from practicing dentistry to coaching fellow dentists on maximizing their profitability through precise aligner technology. Discover how incorporating clear aligners into dental...2024-02-0729 min
Succession StoriesTax Strategies to Consider When Selling a Business, Ross BrannonSuccession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne. Ross joined Laurie for a conversation about tax strategies business owners should consider when selling a business. Listen in to learn more about tax deferral and tax mitigation strategies including opportunity zones, installment sales, and diversified investment structures. Don’t wait until you’re in a transaction to learn about tax mitigation strategies. It’s called financial planning for a reason. You need time to plan. They also discuss the importance of planning for lif...2024-01-2431 min
Financial FlossingEp 133: Efficiency in Dental SuccessHow can dental professionals streamline their practices to maximize efficiency and revenue?In this enlightening episode of Financial Flossing, host Ross Brannon is joined by dental efficiency expert Kirk Teachout. They delve into the intricacies of transforming a dental practice into a highly efficient, revenue-generating machine. Kirk shares his insights on the importance of efficiency in dental practices and provides practical tips on how dentists can achieve this.🔑 Key Takeaways:🚀 Streamlining Operations: Kirk emphasizes the significance of streamlining daily operations to enhance productivity and patient satisfaction.💡 Innovative Strategies: They discuss innovative strategies that can be implemented for effective management and organizationa...2024-01-2427 min
Financial FlossingEp 132: Trials & Tribulations of becoming a DentistHow can dental education and practice management be improved, and what are the real-world challenges dentists face after graduation?This "Financial Flossing" episode features Dr. Vincent Buscemi, a dentist who focuses on improving dental education and practice management. He discusses the inadequacies of dental school in preparing students for the realities of dentistry, emphasizing the importance of continuous education. He also shares his experiences transitioning to a fee-for-service model and balancing professional life with family commitments.Key Takeaways:🦷 Dental education often lacks practical business and patient communication skills, necessitating further learning post-graduation.🦷 Continual learning is crucial in dentistry to bridge the ga...2024-01-1722 min
Financial FlossingEp 131: Tax Planning Can Save You Money🎙️ Are you a medical professional seeking expert tax advice?In this podcast episode, Ross interviews Alexis Gallati, founder of Cerebral Tax Advisors, a virtual firm specializing in tax strategy for medical professionals. Alexis discusses the importance of proactive tax planning and her firm's services, including tax planning, compliance, and education. Alexis also shares her motivation for becoming a tax planner. The conversation covers the difference between compliance and tax planning, the benefits of Cerebral Tax Advisors' services, and the resources available on their website. Alexis also introduces the Cerebral Wealth Academy, a course designed for individuals who want to handle their...2024-01-1024 min
Financial FlossingEp 130: How Will Financial Pressures Reshape Dentistry?How is the dental industry adapting to its financial challenges?Join host Ross Brannon and guest Josh DeVries, CEO of Intiveo, in a compelling discussion on this topic.Josh DeVries, the CEO of Intiveo, offers a unique perspective on the financial aspects of dentistry. His work at Intiveo revolves around patient engagement solutions, addressing the high borrowing costs and substantial capital investments challenging dental practices. DeVries understands patient financial constraints and promotes adaptable treatment and payment strategies.This episode of "Financial Flossing" delves into various aspects of the current financial climate in dentistry. Discussions include the impact of financial pressures...2024-01-0328 min
Financial FlossingEp 129: Year-end Reflections: Gratitude & Financial GoalsIn this brief year-end episode, Ross Brannon extends heartfelt thanks to all the guests and listeners of 'Financial Flossing.' Join him as he reflects on the year's financial journey and looks ahead to a prosperous new year.Episode Overview:Gratitude to guests and listeners for their contributions and engagement.Encouragement to reflect on financial goals and prepare for the upcoming year.A reminder about the importance of end-of-year financial planning.Ross wishes everyone a safe holiday season and reminds us to stay financially vigilant.Learn more about your ad choices. Visit megaphone.fm/adchoices2023-12-2702 min
Financial FlossingEp 128: Profitable Wisdom: Navigate Business Finances with Minimal EffortAre you maximizing your business's profit or just owning a job? How well do you understand the financials behind your success?Discover the secrets to financial success in business with 'Financial Flossing with Ross Brannon.' This Episode 128 features Rocky Lalvani, a chief profitability advisor renowned for his innovative approach to business finances. Dive into insightful discussions about the crucial role of understanding financials and the strategies to maximize profits with minimal effort. Rocky demystifies the complexities of financial statements and introduces a 'Profit First' mindset, challenging conventional business practices. Learn how to differentiate between owning a business and merely...2023-12-2027 min
Financial FlossingEp 126: Crack the Code on Dental TransitionsHave you ever wondered what goes on behind the scenes when a dentist decides to sell their private practice? Welcome to another episode of Financial Flossing, where we unravel the intricacies of dental practice transitions. Today's guest is Todd Blackmar, a transition consultant at Bridgeway Practice Transitions. Join us as we delve into dental practice transitions and gain insights that could shape your journey..Ross Brannon candidly engages Todd Blackmar in this enlightening episode about dental practice transitions. Todd clarifies that when they talk about transitions, it's not just about change but a pivotal moment for many dentists: selling their p...2023-12-0618 min
Financial FlossingEp 125: Have you outgrown your CPA?🎙️ Seeking Tax Wisdom Beyond the Ordinary 📈Are you ready to transcend the ordinary and elevate your financial wisdom? In a world where high-income and high-net-worth individuals navigate complex financial landscapes, a guiding light emerges Matt Chancey. With over 15 years of experience in the finance industry, Matt is not your ordinary financial advisor. He's a tax reduction virtuoso, dedicated to legally reducing taxes on income and capital gains for his national clientele.🚀 Quick Summary 🌟In this enlightening episode of Financial Flossing, join us as we delve into the world of tax reduction with Matt Chancey. Beyond tax strategies, Matt transforms financial futures, often...2023-11-2931 min
Financial FlossingEp 124: Expert Insights on Dental Practice SalesEver wondered what drives a dentist to sell their practice and how they choose the right buyer?"Financial Flossing with host Ross Brannon and features guest Sharmyn Long Olivares from Wingspan Transitions. With over 30 years of experience in dentistry, starting as an RDA at 15 and then becoming an RDH by 19, Sharmyn has been a pivotal figure in the dental industry, especially in practice transitions.Key Takeaways:✔️ Legacy Over Profit: Sharmyn explains why many dentists prefer selling to private buyers, focusing on their practice's legacy and patient care.✔️ Seller Motivations: Different motivations between dentists selling to DSOs and private buyers are highlight...2023-11-2223 min
Financial FlossingEp 123: Enhance Case Acceptance Competency for Dental GrowthWhat's the secret to ethical sales success in the dental industry?Join host Ross Brannon on the "Financial Flossing" podcast for an insightful exploration with our guest, Greg Nanigian. In this episode, Greg Nanigian, a seasoned international Sales and Case Acceptance Trainer in the dental industry, sheds light on the importance of ethical sales practices and case acceptance.🎙️ Guest Bio:Greg Nanigian, with a remarkable 37-year career, is an expert in enhancing sales and case acceptance skills within the dental sector. He strongly advocates ethical sales, emphasizing honesty and nurturing long-term client relationships. Greg's approach prioritizes understanding clients' needs and budge...2023-11-1526 min
Financial FlossingEp 122: Boost Cash Flow Efficiency with Performance-based IncomeHave you ever wondered if your money could work harder than you? 💼🚀 Join Ross Brannon as he explores The Shred Method with Adam Carroll, revealing how to maximize your income efficiency. 💸Dive into this compelling episode of Financial Flossing, where Ross Brannon and financial strategist Adam Carroll dissect The Shred Method, a revolutionary approach to income efficiency for the discerning high earner. ✨Key Takeaways:✅ Proactive Financial Autonomy: The Shred Method provides a proactive route to financial autonomy, especially for those with larger incomes.✅ Innovative Equity Growth: Carroll’s strategies, such as the Australian Mortgage strategy, offer a novel way to increase equity a...2023-11-0831 min
Financial FlossingEp 120: Achieve Optimal Dental Team Productivity"How can authentic storytelling during interviews and a commitment to complete case acceptance revolutionize dental operations and patient management?"This question is answered in episode 120 of the Financial Flossing Podcast with host Ross Brannon and guest Caitlin Mendez, associated with Dental Success Network. Caitlin Mendez shares her unique hiring approach and the challenges and solutions surrounding it. Caitlin emphasizes the importance of genuine interviews where potential employees tell true stories about their experiences. This way, one can gauge if the applicant aligns with the company's culture and values. She stresses the significance of past behavior as an indicator of future a...2023-10-2530 min
Financial FlossingAchieve Optimal Dental Team Productivity"How can authentic storytelling during interviews and a commitment to complete case acceptance revolutionize dental operations and patient management?"This question is answered in episode 120 of the Financial Flossing Podcast with host Ross Brannon and guest Caitlin Mendez, associated with Dental Success Network. Caitlin Mendez shares her unique hiring approach and the challenges and solutions surrounding it. Caitlin emphasizes the importance of genuine interviews where potential employees tell true stories about their experiences. This way, one can gauge if the applicant aligns with the company's culture and values. She stresses the significance o...2023-10-2530 min
Financial FlossingEp 119: Dental Marketing: Digital Meets TraditionalHow can dental practices balance modern online techniques and traditional marketing to maximize patient engagement in a digital-first world? On this episode of Financial Flossing with host Ross Brannon with guest Marc Heffner, the founding partner of DSO Marketing Xcelerator™ and a seasoned Fractional CMO in the DSO sector. With a history of 25 years in marketing, he's navigated the emerging challenges of digital marketing and the time-tested strategies of traditional advertising. In this enlightening episode of Financial Flossing, Ross Brannon delves into a conversation with Marc Heffner. Marc shares the significance of blending innovative digital strategies with the proven methods of tra...2023-10-1820 min
Financial FlossingEp 118: Maximize Dental Practice ValueAre you a dentist considering selling your practice, or perhaps an investor eyeing opportunities in the dental industry?On episode 118 of the Financial Flossing Podcast, Ross Brannon dives deep into dental practice sales and acquisitions with guest John Wlodarek. They explore private equity trends, cash at close percentages, DSO preferences, and the importance of cultural fit in dental practice transactions. Discover valuable insights for dentists looking to sell and investors seeking opportunities in the dental industry.Key Takeaways:✅ Private Equity Trends: Private equity companies in the dental industry actively seek exits, potentially offering higher multiples as they approach the end of...2023-10-1133 min
Financial FlossingEp 117: Maximize Practice Revenue with Root CanalsHow could adding one root canal procedure to your weekly practice significantly increase your revenue?Today, on Financial Flossing with host Ross Brannon, we dive deep into dentistry with our esteemed guest, Dr. Aaron Nicholas. Dr. Nicholas, a seasoned dentist with decades of hands-on experience, is the visionary behind MondayMorningDentistry.com, where he shares insights to help fellow dental professionals elevate their practices.Ross and Dr. Nicholas explore the transformative impact of incorporating root canal procedures into general dental practice in this episode. They discuss the tangible benefits, the necessary mindset shifts, and the efficiency of the one-hour model for...2023-10-0428 min
Financial FlossingEp 116: Explore Passive Income for Dentists🎙️ Podcast Episode: Building a Sellable Dental Practice and Diversifying Investments with Dr. Deren Flesher and Dr. Chris Green 🦷💼🔍 Question: What is the key to building a sellable dental practice?🔑 Key Takeaways: 1️⃣ Building a sellable dental practice involves considering factors like office size, multiple operators, and a name not tied to the owner. 2️⃣ Diversifying investments outside of dentistry is crucial for generating passive income and financial security. 3️⃣ Alternative investments can provide opportunities for higher returns, but due diligence and risk mitigation are essential.📝 Summary: In this episode of Financial Flossing, host Ross Brannon interviews Dr. Deren Flescher and Dr. Chris Green, founders of Legacy Point, a grou...2023-09-2732 min
Financial FlossingEp 114: Mastering Dentistry & LeadershipEver wondered what it takes to evolve and excel in the ever-changing world of dentistry? Today, on Financial Flossing with host Ross Brannon, the guest, Dr. Tom Reed, highlights this intricate dance between profession, passion, and progress.Dr. Tom Reed, a Northwestern University Dental School graduate, has been a pillar in dentistry since 1995. With acquisitions of six practices in Metro Denver and successful transitions of numerous associateships, Reed blends his passion for dentistry with sports coaching in his notable endeavor, Dynamic Dental Ascension.Key Takeaways:✅ Lifestyle vs. Business: Dentists can opt for a lifestyle practice with income limits or expand as...2023-09-1332 min
Financial FlossingEp 112: Achieve 7-Figure Success in Dentistry📌 Guest Bio: Ashaunte Trent, with over 20 years of experience in the dental industry, is renowned for guiding dentists to 7-figure success in just 90 days. Through her 7 Figure Dental Society, she offers transformative solutions to common challenges in the dental world. Combining her vast operational expertise with a hands-on coaching style, Ashaunte assists dental professionals in achieving financial milestones and optimizing their practices for efficiency and personal fulfillment.In this enlightening episode, Ross Brannon dives deep with Ashaunte Trent into dental entrepreneurship. Together, they unpack the hurdles many dentists face, from stagnant patient growth to team management issues and the strategies to...2023-08-3026 min
Financial FlossingEp 111: Dental Practice Transition: From Job to Business🎙️ Ready to take your dental practice to the next level? 🏆 Curious about the secrets of proactive tax planning and ROI calculation for practice owners? 🎙️On this episode of Financial Flossing with Ross Brannon and guest Marcus Dillon, CPA, Certified Public Accountant, and the founder of Dillon Business Advisors, to discuss essential strategies for dental practice owners to maximize their financial success and overcome challenges.Marcus shares invaluable insights on proactive tax planning, ROI calculation, and effective practice ownership. Discover how to transition from owning a job to building a successful dental business and plan for a fulfilling retirement. 🏢💰🚀🏝️🔑 Key Takeaways: ✅ Transition from Job to Business: Lea...2023-08-2327 min
Financial FlossingEp 110: Create a Solid Financial PlanIn this episode of the Financial Flossing, host Ross Brannon and guest expert and financial advisor Deren Flesher discuss the fundamentals of budgeting and saving. They delve into the importance of creating a solid financial plan, avoiding common budgeting mistakes, and staying motivated toward financial success. Whether new to budgeting or looking to improve your saving strategies, this conversation will provide valuable insights and practical tips to achieve your financial goals.Key Takeaways:🟢 Understanding your cash flow is essential for effective budgeting and saving. Analyze your income and expenses to see where your money is going and identify areas to cut...2023-08-1632 min
Financial FlossingEp 109: Secure Your Dental Practice Finance Against EmbezzlementIn this episode of Financial Flossing, host Ross Brannon interviews guest David Harris, an expert in dental embezzlement and CEO of Prosperident. They discuss the prevalence of embezzlement in dental practices, standard methods used by embezzlers, and steps dentists can take to prevent and detect embezzlement. David shares insights into the behavioral markers of embezzlers, the importance of hiring practices, the role of forensic investigations, and practical tips for dentists to safeguard their practices.Key Takeaways: ✅ Embezzlement is a significant issue in dental practices, with a 70% chance of occurrence. ✅ Common methods of embezzlement include manipulating financial records, diverting payments, and steali...2023-08-0936 min
Financial FlossingEp 108: Scaling Dental Success: Growing Practices & Empowering TeamsUnlock the secrets to transforming your dental practice from a job to a thriving business as host Ross Brannon of the Financial Flossing Podcast dives deep into an inspiring conversation with Dr. Jason Tanoory, a highly accomplished dentist and owner of Finger Lakes Dental Care. Driven by his passion for transforming dental practices into thriving businesses, Jason shares his journey and valuable insights. They discuss the importance of growing people, maintaining culture, and overcoming challenges in scaling a dental practice.🟢 Key Takeaways: ✅ It takes a unique skill set and mindset to transition from owning a job to building a successful busines...2023-08-0224 min
Financial FlossingEp 107: Owning Dental Practices and EntrepreneurshipWelcome to the Financial Flossing podcast with your host, Ross Brannon. In this episode, Ross is joined by Addison Killeen, a serial entrepreneur, and co-founder of the Dental Success Network.In this episode, Addison shares his experiences owning and selling dental practices and starting his own companies. He provides valuable insights into the challenges he faced and the decisions he made to grow his dental practice successfully.Key Takeaways:✅ Importance of having aligned partners and hiring the right people ✅ The Dental Success Network is a valuable community for dental professionals✅ Importance of Aligned Partners and Hiring the Right People: Addison emphasi...2023-07-2625 min
Financial FlossingSuccessful Retirement Planning InsightsEpisode 105 of "Financial Flossing" with host Ross Brannon and guest Esta Parks:Summary:In Episode 105, Ross Brannon and Esta Parks discuss qualified retirement plans, including 401(k)s, cash balance plans, and switching from a SIMPLE IRA to a 401(kEsta Parks is a representative from Qualified Plan Administrators, a third-party administrator specializing in qualified retirement plans. www.qpa-inc.com Estap@qpa-inc.comKey Takeaways:☑ Qualified plans, such as 401(k)s, offer tax advantages for employers and employees, providing retirement savings opportunities.☑ Cash balance plans are a...2023-07-1929 min
Financial FlossingEp 105: Decoding the Dynamics of Dental DealsWelcome to the Financial Flossing Podcast episode 106, where we discuss everything related to business and finance. In this episode, host Ross Brannon talks with Justin Marti from Marti Law Group, a healthcare attorney with expertise in mergers and acquisitions (M&A) in the dental industry. Marti's unique backstory is that he co-founded and sold a $50 million dental group to private equity before becoming a lawyer. They discuss how Martin started a dental group without being a dentist and the entrepreneurial spirit that led them to grow to 45 locations across the northeast.✅ Hiring a Specialist Attorney 👨⚖️ It is crucial to hire a specialis...2023-07-1221 min
Financial FlossingEp 104: From Stock to Standout: Elevate MarketingOn episode 104 of the Financial Flossing Podcast with host Ross Brannon and guests Laura Bailey and Michael Anderson, founders of Wonderist Agency, The Best Dental Marketing Agency. Gain valuable insights into tailored dental marketing strategies, emphasizing the significance of authentic content creation, measurable results, and the role of platforms like Google and social media. Discover the crucial impact of the sales process in driving case acceptance. Dentists seeking a marketing agency should prioritize content ownership and customization.🎙️ Key Takeaways:✅ Tailored Approach: Customize marketing strategies to meet your practice's goals.✅ Authentic Content: Replace stock images with personalized visuals that showcase your practice...2023-07-0531 min
Financial FlossingEp 103: Unlock the Value of Dental Practice TransactionsIn this episode of the Financial Flossing Podcast, host Ross Brannon sits down with Chip Fichtner, Principal of Large Practice Sales (LPS), to delve into dental practice transactions. Chip has an impressive track record of completing $612 million in transactions in 2022 with 31 Invisible Dental Support Organizations (IDSOs) across 29 states. He shares his expertise in maximizing value in the dynamic dental industry.Summary and Key Takeaways:✅ LPS specializes in facilitating transactions between dentists and IDSOs, enabling dentists to grow their practices while maintaining autonomy.✅ The growing interest of young dentists in partnerships has accelerated the consolidation of the dental industry, providing more oppo...2023-06-2826 min
The Tooth Sleuth PodcastTTS027 - Ross BrannonSend us a text On this week’s episode, I sat down with Ross Brannon, a financial advisor serving dentists and business owners across the country looking to maximize their earning, investing, and wealth potential. He helps clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-savings strategies. A non-traditional conversation with a modern-day giant (vertically), fun guy, father of 5, collaborator with CPAs and Attorneys. You can find him here: (850) 566-7999 Ross@RossBrannon.com 🔔 Want to stay u...2023-06-2731 min
Financial FlossingEp 102: Maximizing Dental Practice ValueUncover the secrets of successful dental practice sales and consolidation in the captivating episode of Financial Flossing with host Ross Brannon and featuring guest Kevin Cumbus, a renowned partner at Tusk-Partners.Kevin Cumbus is a partner at Tusk-Partners, a leading dental practice transition and advisory firm. With years of experience in dental practice sales and consolidation, Kevin brings valuable insights into the industry and helps dentists navigate the complex process of selling their practices.Summary: In this episode of Financial Flossing, host Ross Brannon sits down with Kevin Cumbus from Tusk-Partners to discuss trends and insights in dental practice sales...2023-06-2131 min
Financial FlossingEp 101: Optimizing Dental Practice TransitionsBrannon Moncrief is a dental practice transition expert and advisor at McLerran & Associates, with a BBA in Finance from Texas A&M University and eight years of experience as Director of Dental Lending for a nationwide dental lender. He brings a unique blend of analytical and sales skills to help clients navigate dental practice transitions.Summary: Brannon Moncrief discusses the dental practice transitions market, including the impact of DSOs and the importance of vetting buyers.Key takeaways:✅ Vetting buyers is critical in the dental practice transitions market.✅ The value of a dental practice is not just determined by the multiple but...2023-06-1428 min
Financial FlossingEp 100: Dental Profit Boost: Financing for SuccessOn Episode 100 of the Financial Flossing podcast with host Ross Brannon, guest Steve Steinbrunner brings over 25 years of business experience to Provide, a leader in dental industry finance. An award-winning leader for Patterson Dental Supply and Henry Schein, Steve developed expertise in dental office technology, design, and profitability. Steve is a Certified Negotiation Expert (CNE) and former practice broker, appraising and selling independent dental practices for a leading dental accounting firm. At Provide, Steve leads their finance division in the western states, helping independent dentists build startups, expand, buy real estate, relocate, or build ground up.🔑 Key Takeaways:1️⃣ Vet your lender...2023-06-0722 min
Financial FlossingEp 099: Maximize Profitability with Strategic Real Estate Investments🎙️ In this episode of the Financial Flossing podcast, host Ross Brannon speaks with Colin Carr, Founder and CEO of CARR, a company specializing in commercial real estate for healthcare providers.🏥 With over 1,000 transactions under his belt, Colin has a wealth of knowledge to share with healthcare professionals, investors, and administrators. He emphasizes the importance of having professional representation when negotiating real estate deals and provides valuable tips on ensuring you're getting the best deal possible.💼 Colin stresses that commercial real estate is typically the second-highest expense for healthcare providers and that having a macro view is essentialt when considering real estate moves...2023-05-3125 min
Financial FlossingEp 098: Dental Practice Regulations UncoveredAre you a dental practice owner looking to overcome the legal and business challenges of running a successful practice? Join host Ross Brannon on episode 98 of Financial Flossing as he discusses dental practice management with attorney James Stafford III, an expert in healthcare regulations and transactions.✅ Key Topics Discussed:Credentialing Complexity:✅ Adding new providers to an existing dental practice requires carefully considering the complex credentialing process. Stafford shares a case study where credentialing complications arose due to oversight. Proper credentialing is crucial for smooth transactions and practice growth. Seeking Legal Representation:✅ Dental practices face challenges such as employee issues, conflicts with p...2023-05-2430 min
Financial FlossingEp 097: Revolutionizing Dentistry: The Power of AIFinancial Flossing Podcast, with host Ross Brannon, speaks with guest Mini Suri, the Co-Founder, and CEO of Velmeni, an AI company in the dental space. She has a background in engineering and has worked in the tech industry for over a decade. Mini is passionate about using technology to improve healthcare outcomes and has focused her efforts on the dental industry with Velmeni.Velmeni’s primary goal is to improve patient outcomes by catching early warnings or interventions that busy dentists may miss. With their platform, dentists can quickly analyze X-rays and identify any potential issues they may miss due to...2023-05-1722 min
Financial FlossingEp 095: Empowering Dental Hygienists for Better Patient CareAre you looking to improve the profitability and reputation of your dental practice while also providing the highest level of patient care? Then you'll want to listen to Episode 95 of the Financial Flossing Podcast with host Ross Brannon and his guest Rachel Wall, the founder of Inspired Hygiene, who has helped countless dental practices transform their hygiene departments and elevate their patient care. Rachel Wall has nearly 30 years of experience as a clinical hygienist and hygiene coach. She works in private practice, group practice, and faculty practice and research at her Alma Mater, the University of North Carolina School of Den...2023-05-0322 min
Financial FlossingEp 094: Navigating Small Business Finances: Insights from Redemption OrthodonticsIn episode 94 of the Financial Flossing Podcast, host Ross Brannon interviews orthodontists Taylor and Michael Vracar of Redemption Orthodontics and CEO Christina McGinnis. The Vracars discuss their financial challenges when starting their practice and share valuable insights on managing finances for small businesses.Redemption Orthodontics is a husband-and-wife team of orthodontists based in Tallahassee, Florida. Dr. Taylor Vracar and Dr. Michael Vracar are both graduates of the University of Florida's College of Dentistry and completed their orthodontic residency at the University of Detroit Mercy. They specialize in creating beautiful, healthy smiles for their patients, using the latest technology and techniques...2023-04-2639 min
Financial FlossingEp 093: Streamlining Finances: A practical Guide to Financial PlanningIn this episode, Ross Brannon speaks with Jessica St. Clair about the importance of financial awareness for dentists. Jessica shares how her company, Maven Financial Partners, helps dental practice owners take control of their finances and make informed decisions. She emphasizes the need for dentists to clearly understand their cash flow and financial statements to measure their success, reduce stress, and focus on what matters. Jessica also discusses common industry challenges, such as staffing and patient cancellations, and offers practical advice on addressing them. She recommends dental practice owners prioritize financial organization and find trusted bookkeepers and CPAs to support t...2023-04-1923 min
Show Me The WayEp. 17 — Financial Flossing with Ross BrannonWelcome to the "Show Me The Way" podcast with David Seitter
In this episode of “Show Me The Way,” Dave sits down with Ross Brannon, Tax-Shelter & Private Equity Consultant at CoastalOne, to tax planning before the sale of a business. They also discuss the spike in sales of dental practices to private equity, and expectations around the sale of your business and moving towards retirement.
Ep. 17 — Financial Flossing with Ross Brannon
Introducing Ross Brannon
Dave asks Ross to discuss his background and early career.
Ross runs through his history playing college football, and how he began his ca...2023-04-1834 min
Legacy LeadersLegacy Leaders: Building Your Medical Practice for Retirement featuring Ross BrannonRoss Brannon is a financial advisor with a focus on specialized approaches to financial planning for dental professionals, helping clients achieve their financial dreams and goals without worry. His unique expertise lies in creating Tax Alpha strategies, which help investors outperform by taking advantage of tax-savings strategies that are largely esoteric. Ross works with high net worth & high-income professionals & investors to defer, reduce or eliminate taxes on various types of income. In addition, he has access to strategies and products to solve some of the most significant tax issues faced by accredited investors and qualified purchasers. He is also...2023-04-1218 min
Financial FlossingEp 091: Leveraging Reviews & Marketing to Supercharge your Dental PracticeAre you looking for ways to successfully grow your dental practice? In the latest podcast episode of Financial Flossing featuring Ross Brannon and special guest Len Tau, DMD, you’ll learn why reputation marketing is the key to success. According to Len Tau, “The key to my success, and the key to my client's success, is that they put a focus on the reputation side of things. They develop a reputation culture in their office, so everything revolves around the reputation. And then they use that reputation to do other things from a marketing perspective and it significantly increases their retu...2023-04-0527 min
Financial FlossingEp 077: The Risk Factors of Mouth BreathingOn the 77th episode of Financial Flossing with host Ross Brannon, the guest is Mark A Cruz. Mark graduated from the UCLA School of Dentistry in 1986 and started a dental practice in Monarch Beach, CA. He has lectured nationally and internationally and is a member of various dental organizations. He was a part-time lecturer at UCLA, a faculty group practice member, and past assistant director of the UCLA Center for Esthetic Dentistry.Listen to this information-packed Financial Flossing episode discussing the risk factors of mouth breathing. ✔️ Why oral appliance therapy, or CPAP, does not treat the underlying breathing problem. ✔️ Cranial Facial Devel...2022-12-2830 min
Exit Your Business Your WayRun Your Business As Though You're Going To Sell ItJames S. Aussem is a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA, as well as a member of its board of directors and Co-Chair of the Business Practice Group. Mr. Aussem’s practice is focused on succession planning, mergers and acquisitions, estates, and trusts.Listen to this informative episode of Exit Your Business Your Way with host Ross Brannon and James Aussem.Here is what to expect on this week’s show:✅ What to consider when starting your business and choosing your busine...2022-12-1525 min
Exit Your Business Your WayPlanning A Business Exit? Don't Rush The ProcessIan Smith is a Partner of Transition Advisory Partners and brings over 25 years of investment banking and corporate advisory experience to the firm. Ian’s career has spanned several continents, and he developed deep expertise in buy-side and sell-side advisory.Ian founded TAP in 2016 after leading the B.C. M&A practice of an international advisory firm where he focused on sell-side and financing assignments.Listen to this informative episode of Exit Your Business Your Way with host Ross Brannon and Guest Ian Smith. Here is what to expect on thi...2022-12-0124 min
Exit Your Business Your WayPlanning A Business Exit? Don't Rush The ProcessIan is a Partner of Transition Advisory Partners and brings over 25 years of investment banking and corporate advisory experience to the firm. Ian’s career has spanned several continents, and he developed deep expertise in buy-side and sell-side advisory.Ian founded TAP in 2016 after leading the B.C. M&A practice of an international advisory firm where he focused on sell-side and financing assignments. Listen to this informative episode of Exit Your Business Your Way with host Ross Brannon and Guest Ian Smith.Here is what to expect on this week’s sho...2022-11-2424 min
Exit Your Business Your WayThanksgiving MessageExit Your Business Your Way with host Ross BrannonRoss is a financial advisor who knows that business owners work too hard on growing and caring for their businesses. When it comes to leaving their company, Ross wants to ensure they exit successfully and on their terms. Each week on the Exit Your Business You Way podcast, host Ross interviews experienced business owners, experts, and other professionals ready to teach you practical, effective, and satisfying business exit strategies that will let you exit your business your way.Li...2022-11-2400 min
Financial FlossingRoss Brannon's Thanksgiving MessageThis week, Financial Flossing: Guiding Dental Professionals to a Brighter Future with host Ross Brannon sends warm wishes for a happy, healthy Thanksgiving Holiday. Ross thanks all the listeners for their positive reviews supporting and sharing the episodes. To all the guests, thank you for giving your time, your valuable advice, and sharing your information so our listeners can get in touch with you for additional information.Learn more about your ad choices. Visit megaphone.fm/adchoices2022-11-2300 min
Exit Your Business Your WayExit Planning Is A Team SportJared Johnson is the CEO of BEI, the largest multi-disciplinary network of professional advisors who support business owners in preparing and executing a successful Exit Plan. Listen to this informative episode of Exit Your Business Your Way with host Ross Brannon and Guest Jared Johnson: Here is what to expect on this week’s show:
Understand the different options available when selling your business
What are the questions a business owner should be asking?
Who should be on your team when you are considering exiting your business?
The top mistakes business owne...2022-10-2035 min
Exit Your Business Your WayWelcome to the Exit Your Business Your Way Podcast!Most business owners don’t think about exit strategies until it’s too late. Business sales, transfers, protecting your legacy- with so much on the line, you need a trusted expert like Ross Brannon to help get you the business exit you deserve. Join Ross as he interviews different business owners, experts, and other professionals every week to discuss exit strategies, and gain insight from their real-life struggles and successes from their experiences in the exit phase of their businesses. You worked hard on your business- don’t leave it in a box! Leave it the way you raised it: wi...2022-07-2600 min
Financial FlossingEp 042: Winning the Student Debt Battle: Lessons from a Military DentistPatrick CampbellFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 042: Winning the Student Debt Battle: Lessons from a Military Dentist A 2020 graduate of Marquette University School of Dentistry, Patrick Campbell is currently a practicing dentist for the US Navy. Most recently, he has been on the “green-side” treating service members of the Marine Corps. Before dental school, he started to look at alternative career paths for his dental career (and of course ways to pay for school) which is when he found the Navy’s Health Professions Scholarship Program. After a long application process, he was commissi...2022-04-1927 min
Financial FlossingEp 041: From Government to Private Practice: Lessons from Both IndustriesDr. Michele BishopFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 041: From Government to Private Practice: Lessons from Both IndustriesAt Ingram Hills Dental, Dr. Bishop takes pride in using high power magnification to perform minimally invasive restorative and cosmetic dentistry. She uses many of the latest technological advances including digital radiography, digital photography and digital scanning. She refers her patients to the very best specialists when appropriate. She would welcome the opportunity to be your dentist as well, making herself readily available to answer any questions you may have about your dental care and being there for...2022-04-1228 min
Financial FlossingEp 040: In Business and In Health: Lessons from Married Co-Practice OwnersMatt LarsonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 040: In Business and In Health: Lessons from Married Co-Practice OwnersDr. Matt’s interest in helping people live healthier, more confident lives led him to pursue a career in orthodontics. After completing a three-year orthodontic residency at the University of North Carolina at Chapel Hill, he co-founded Larson Orthodontics with his wife, Dr. Katie Larson. Over the last 10 years, they have purposefully guided the practice into the thriving office it is today, recently opening a new state-of-the-art facility in Altoona, WI. In addition to being a board-certified ort...2022-04-0524 min
Financial FlossingEp 039: Maintaining a Positive Office CultureDiana WuFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 039: Maintaining a Positive Office CultureDiana’s story started in Cebu, Philippines. As a child, she loved working with her hands, and loved helping people. She studied dental medicine at Cebu Doctors’ University in Cebu, and later obtained her Doctor of Dental Surgery degree with distinction from Indiana University. In recognition of her academic excellence, she was inducted into the Theta chapter of Omicron Kappa Upsilon National Dental Honor Society in 2012. She is also a recipient of muerous awards, such as: Seattle Met Top Dentist, America’s Best De...2022-03-2926 min
Financial FlossingEp 038: Five Decades Worth of Financial TipsDavid BlockFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 038: Five Decades Worth of Financial TipsDavid Block has distinguished himself as more than just an ordinary lab owner over the past thirty-seven years. As the chief executive of Aesthetic Porcelain Studios, Inc., he has overseen many innovations to the dental laboratory profession and earned the trust of thousands of dentists who have come to rely on his laboratory’s services. Listen to this information-packed Financial Flossing episode, where David gives out valuable financial tips from a long time in the dentistry game. Here is what to expect...2022-03-2240 min
Financial FlossingEp 037: What Your Business Attorney Can Do For YouChris JohnsenFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 037: What Your Business Attorney Can Do For YouWith a dual JD/MBA, entrepreneurial spirit and an array of business experience, Chris Johnsen offers an unrivaled, dual approach to solving the toughest problems facing today’s businesses. His legal expertise spans small to large corporate clients in a variety of industries. In addition, his experience as a business owner in advertising, retail and real estate has uniquely prepared him to bring business-centric judgment and perspective to his clients. The result is a lawyer who speaks strategy in pla...2022-03-1531 min
Financial FlossingEp 036: What Tax Credits Do I Qualify For?Randy CrabtreeFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 036: What Tax Credits Do I Qualify For?Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast. Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy efficient incentives (179D and 45L), and the employee retention credit (ERC). Prior to joining Tri-Merit, Crabtr...2022-03-0836 min
Financial FlossingEp 035: The Who, What, When, Where, and Why of Selling Your PracticeKyle RothFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 035: The Who, What, When, Where, and Why of Selling Your PracticeDr. Kyle Roth is a 1999 graduate of the UNC-Chapel Hill School of Dentistry. He owned and operated 36 dental practices in North Carolina. He is a former adjunct professor at UNC School of Dentistry, the founder and president of Encompass Dental Transitions since 2004, and is the co-owner of North Carolina Dental University school for dental assistants. Additionally, Kyle is a speaker, author, and former accountant. Listen to this information-packed Financial Flossing episode, where Kyle breaks down a nu...2022-03-0132 min
Financial FlossingEp 034: Protecting Your Practice’s LegacySuzanne EbertFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 034: Protecting Your Practice’s LegacyDr. Ebert built a successful dental practice from scratch. After selling her practice, she became the Dental Director of a Federally Qualified Health Center where she provided high quality care to underserved populations. She joined ADA Practice Transitions as the ADA Advisor to provide real and tangible benefits to dentists as well as helping to address access to care issues across the country. She is currently ADAPT's VP of the Business Innovations Group. Listen to this information-packed Financial Flossing episode, where Suzanne shar...2022-02-2232 min
Financial FlossingEp 033: No Holds Barred MarketingGinger BratzelFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 033: No Holds Barred MarketingDr. Ginger Bratzel is the founder and creator of Rio Grande DATP LLC. Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began coaching private clients on how to do it, as well. Ginger was invited to con...2022-02-1527 min
Financial FlossingEp 032: The Business of AestheticsPasha Hakimzadeh and Ben ReyhaniFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 032: The Business of AestheticsWith a mutual mission to improve people’s lives, Dr. Pasha Hakimzadeh and Dr. Ben Reyhani are leaders in both aesthetic dentistry and dental entrepreneurship through their companies Smile Makers LA and Simple Systems Management. They are the founders of nine dental practices in the Southern California region in addition to being partners and co-owners of the world renowned aesthetic dentistry practice, Apa Aesthetic Los Angeles in Beverly Hills. In addition to serving patients, the duo are also co-founders of Sim...2022-02-0832 min
Financial FlossingEp 031: Financial Wisdom from a Bookkeeping PerspectiveAnnette WoodsFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 031: Financial Wisdom from a Bookkeeping Perspective Annette Woods is a 1983 graduate of the University of Michigan Dental Hygiene School. She worked for 35+ years as a dental hygienist in many different types of dental practices from general dentistry to periodontics. Her experience also included working for HMO, PPO and Private pay offices. She became familiar with the different ways these offices were run. Twenty-five of these years were spent practicing dental hygiene in South Florida and becoming very familiar with the inner workings that made successful dental of...2022-02-0321 min
Financial FlossingEp 030: Your Money Tells a StoryMelissa HoustonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 030: Your Money Tells a StoryMelissa Houston is founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k i...2022-01-2725 min
Financial FlossingEp 029: Unfound Money: Claiming Yours Through the R&D Tax IncentivesMary Ann ScottFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 029: Unfound Money: Claiming Yours Through the R&D Tax IncentivesMary Ann Scott spent 25 years as a senior manager in global operational roles for Fortune 200 technology companies working in Boston and Silicon Valley. She was recruited as a CEO to a take over a venture-backed startup and continued working with small businesses and early-stage companies until she was introduced by an investor to Business Group Resources. She is also a faculty advisor and Executive In Resident at Cal State San Marcos, teaching and coaching students. Listen to...2022-01-2127 min
Financial FlossingEp 028: The Promethean SparkMary Jane HanlonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 028- The Promethean SparkDr. Mary Jane Hanlon has a long and varied background in the field of dentistry. She realized her dream in 1997 of becoming a dentist when she graduated from Tufts University School of Dental Medicine. She started a practice from scratch in Lexington, MA where she would work for the next fifteen years. Having had some challenges along the way with her dental practice from a business perspective, she realized she wanted a more formal education in the principles of business. This led her...2022-01-1128 min
Financial FlossingEp 027: Financial Lessons in OrthodonticsBill DischingerFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 027- Financial Lessons in OrthodonticsDr. Bill Dischinger maintains private practices in Lake Oswego and Canby, Oregon in the United States. He has lectured and taught all over the world and is recognized as an expert on many subjects within the specialty of orthodontics. He is a KOL for both Ormco and Propel Orthodontics. He is an adjunct professor at the University of the Pacific Department of Orthodontics in San Francisco, California. Dr. Dischinger has published numerous articles and written a book on a variety of subjects w...2022-01-0434 min
MegaBucks Radio with Nina HershbergerRoss Brannon – Strategic Wealth Advisor – Shares His Unique Retirement Savings StrategyRoss Brannon is not your typical Financial Advisor. As a fee based “strategic wealth advisor” he meets with his clients’ multiple times to get a baseline of their current financial position before together they even begin to plan out a retirement strategy.Savings is king in Brannon’s world – not getting the highest rate of return for investments. It’s his unique “Savings Strategy” that has earned him the reputation as the ‘go to” advisor for dentists and physicians. Dentists and physicians are busy. They have a lot of moving parts to juggle all the time. They are often earning a high...2021-12-2829 min
Financial FlossingEp 026: From Student Loans to Practice OwnershipDaniel BakerFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 026- From Student Loans to Practice OwnershipDr. Baker is a general dentist who grew up near Atlanta, Georgia, and earned his undergraduate degree from the University of Georgia. He then completed his dental school training at Virginia Commonwealth University in Richmond, VA. While in school, he prioritized learning about practice management and the business side of dentistry, since he enjoyed it and realized practice ownership was his best path towards financial security. Upon graduation, he completed a residency program at the VA Medical Center in Birmingham, A...2021-12-0722 min
Financial FlossingEp 025: Proactive Tax PlanningStephen NanceFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 025- Proactive Tax PlanningStephen is a CPA, Partner, and Vice President at Drill Down Solution, a firm that provides financial services for dentists, including accounting, bookkeeping, consulting, and more.Listen to this information-packed Financial Flossing episode, where Ross and Stephen stress the importance of planning ahead on paying taxes.Here is what to expect on this week’s show:How Stephen went from IRS auditor to CPAThe critical difference between just doing a tax return and having the foresight create a tax planHow Stephen helps his cli...2021-11-3025 min
Financial FlossingEp 024: Effective Tax PlanningMike JesowshekFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 024- Effective Tax PlanningMike is the Founder and Host of the Small Business Tax Savings Podcast. Mike has spent his entire career as an entrepreneur. He was CFO and co-founded several companies. Throughout that journey he has experienced all business stages, from the good to the bad. Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born.Listen to thi...2021-11-2329 min
Financial FlossingEp 023: Think ProsperouslyKim ButlerFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 023- Think ProsperouslyKim Butler is the founder of Prosperity Thinkers. The heart of Kim’s vision, and mission, is to activate lifelong service for her clients. What does that mean? It means inspiring them to live lives of purpose for their whole lives—rather than retiring or taking themselves “out of service.” (Which is the definition of retirement.) Kim, who has seen many facets of the financial industry, now helps clients to create long-term financial strategies for building sustainable wealth using whole life insurance. Life insurance is under...2021-11-1634 min
Financial FlossingEp 022: Making Money HygienicallyBrandi Hooker EvansFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 022- Making Money Hygienically Brandi Hooker Evans is an experienced team trainer, motivational speaker, and an engaging continuing education provider. Brandi has been a clinical dental hygienist since 2007. She uses her master’s degree in health education as well as specialized adult learning tactics to help dentists and their teams achieve their highest potential as professionals. Brandi’s training approach is encouraging and efficient, additionally her enthusiasm is contagious! Dentists and their teams swiftly adopt the skillsets and mindsets needed to achieve healthy patients and practi...2021-11-0934 min
Financial FlossingEp 021: Cash Flow is KingKirsha CampbellFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 021- Cash Flow is KingKirsha Campbell is the CFO of the Cash Lab. When business owners find their businesses in financial chaos and are serious to take the leap to say hello to cashflow and MORE, they reach out to Kirsha Campbell . A CPA/CMA, Kirsha integrates all the moving parts in your business to set up the right foundation to be recession proof, operate with reduced risk, increase cashflow, set up effective systems and procedures and so much more. Kirsha helps business owners to say g...2021-11-0221 min
Financial FlossingEp 020: Start Delegating NowFrank CurtinFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 020- Start Delegating NowFrank has been working as a business consultant for over 25 years stemming back to his days at IBM. Working on processes and strategic plans are of great joy to Frank. And having the opportunity to work heavily with dental practice owners over the past 5 years has given him great insights into what works and what doesn't work when running a practice.Listen to this information-packed Financial Flossing episode, with key financial tips for dentists.Here is what to expect on this week’s sho...2021-10-2630 min
Financial FlossingEp 019: Finding the Gold MinesBenjamin DangelFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 019- Finding the Gold MinesBenjamin Dangel is from Omaha, NE is blessed with a wonderful wife and two beautiful girls. He is a graduate of the University of South Dakota, a US Army veteran, and helps Dentists grow their practice while enhancing the lives of their baby-boomer clients and prospects. With an extensive background in banking and accounting for dental practices, Ben Dangel is uniquely qualified to lead a financial coaching program designed to help dentists achieve all of their financial goals.Listen to this information-packed F...2021-10-1920 min
Financial FlossingEp 018: Having Financial LiteracyMark BalogFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 018- Having Financial LiteracyMark Balog, managing partner of Balog & Associate, CPAs caters to select businesses and high net worth individuals in the areas of taxation, accounting, and profitability consulting by embracing a different philosophy and approach to the business of accounting and tax with a special emphasis with Law Enforcement Officers, Matrimonial Accounting and in the complex Dental Healthcare Industry. As a result, he provides very different services than traditional accounting firms. His process is not just about filling out forms and mailing out tax returns. His...2021-10-1232 min
Financial FlossingEp 017: Keys to Effective AdministrationSheri JollyFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 017- Keys to Effective AdministrationSheri began her dental career in 1995 as a dental receptionist in Hartville, Ohio. She continued her career progression as a dental assistant & trainer until 2006 when she officially moved to the position of practice management. In 2008, Sheri graduated from Malone University where she received a degree in business management..During her career, Sheri has worked in every aspect of the dental practice including laboratory work and fabricating dentures. Her management experience includes both general & specialty dentistry, dental practice operations, practice workflow, and dental i...2021-10-0526 min
Financial FlossingEp 016: Building Multigenerational Wealth with DentistryForrest BryantFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 016- Building Multigenerational Wealth with DentistryDr. Forrest Bryant is the CEO of High Speed Alliance. He is a former dentist, and is now an investment advisor and financial planner. Dr. Bryant and High Speed Alliance help doctors, dentists and small business CEOs gain Freedom and Legacy through mastery of business, finances, family and lifestyle. Members have access to deal flow that can generate passive income that equals or exceeds active income.Listen to this information-packed Financial Flossing episode about ways to build wealth as a dentist t...2021-09-2838 min
Financial FlossingEp 015: The Importance of Asset ProtectionHillel PresserFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 015- The Importance of Asset ProtectionToday’s guest is Hillel Presser of the Presser Law Firm. Hillel L. Presser, Esq., MBA represents individuals and businesses in connection with the establishment of comprehensive asset protection plans that incorporate both domestic and international components. Hillel has been featured in numerous newspapers and magazines. He has also appeared on several radio and television networks, and has been profiled in the international press in Canada, Germany, Greece, Ireland, and the United Kingdom. He has represented some of today’s most well-kno...2021-09-2134 min
Financial FlossingEp 014: Precision in ProstheticsBrandon LeeFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 014- Precision in ProstheticsToday’s guest is Brandon Lee of Precise Dental Labs. Brandon’s ability to set teeth, waxing and contouring, processing, finishing and polishing is second to none. His in-depth knowledge of the detailed steps involved in removable appliance is why dentists and their patients flock to his lab. Brandon is able to go from the lab mixing chemicals, to chair side with a doctor and patient. He joined Precise Dental Lab in 2015 shortly after our opening and immediately went to work on making sure...2021-09-1417 min
Financial FlossingEp 013: The Mindset DifferenceSteven Hatcher DDSFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 013- The Mindset DifferenceDr. Hatcher dedicated his career to improving the lives of patients by providing exceptional smiles. He has created a patient-centered practice with an emphasis on personalized attention. Dr. Hatcher knows that good oral health requires a lifetime commitment to diligent care. He develops lasting relationships to help patients maintain long-term oral wellness.Listen to this information-packed Financial Flossing episode about the unique challenges faced by dental professionals and why they must focus on the health of their practice, not just the health o...2021-09-0734 min
Financial FlossingEp 012: Exploring the Modern Tax LandscapeGary HeldtFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 012- Exploring the Modern Tax LandscapeGary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. He has more than 30 years of experience providing business owners and individual clients with a wide range of accounting and consulting services. Prior to opening his own firm, Gary worked in accounting at several companies and non-profit organizations. While Gary earned the designation of Premier Tax Coach in Anne Arundel County, tax preparation is just a small part of...2021-08-3134 min
Financial FlossingEp 011: More Than a History Reporter: the Importance of a Good CPASeth PeabodyFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 011- More Than a History Reporter: the Importance of a Good CPASeth Peabody CPA is managing partner at iTxRe in Tucker, Georgia. The firm’s mission is to help clients reach their financial goals by providing high value services in a proactive environment, assisting businesses and individuals with annual income tax. Listen to this information-packed Financial Flossing episode about the unique challenges faced by dental professionals and why they must focus on the health of their practice, not just the health of their patients.Here is what...2021-08-2429 min
Financial FlossingEp 010: Managing Student Loan Debt in DentistryMark JohnsonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 010- Managing Student Loan Debt in DentistryMark Johnson is a 30-year veteran of the investment and financial planning industry, and a pioneer in helping emerging dental professionals with student loan repayment strategies.He is based in the Greater St. Louis area and is founder of StudentLoansRx.com. The company’s goal is to help men and women develop plans to tackle their student loan debt in the context of an overall financial plan.Listen to this information-packed Financial Flossing episode about the unique challenges faced by den...2021-08-1731 min
Financial FlossingEp 009: Financial Savvy in DentistryDr. Ryan RichardFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 009- Financial Savvy in DentistryDr. Richard is originally from Ocala, Fla., and did his undergrad studies at Furman University. He is a graduate of the University of Louisville School of Dentistry and the Nova Southeastern University College of Dental Medicine. He is board-certified in orthodontics and dento-facial orthopedics and now practices at Family Orthodontics in the Atlanta area.Listen to this information-packed Financial Flossing episode about the unique challenges faced by dental professionals and why they must focus on the health of their practice, not ju...2021-08-1025 min
Financial FlossingEp 008: Powered by People: Importance of Office CultureLorianne IsaacsonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 008- Powered by People: Importance of Office CulturePersonnel Matters was founded by Lorianne Isaacson in 2009, after observing executives and business owners spend far too much time in the minutia of their business, firefighting and working reactively, rather than working proactively. Her clients range from healthcare to construction, and even those seeking large valuations, spanning across the United States. Whatever the business, whatever the model and whatever the challenge, the Personnel Matters philosophy dramatically improves business systems and processes, resolves the man-made stresses preventing growth, and ultimately – Ach...2021-08-0326 min
Financial FlossingEp 007: Grow It Until You Sell It: Financial Tips for Your PracticeDr. Robert UeberFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 007- Grow It Until You Sell It: Financial Tips for Your PracticeToday’s guest, Dr. Ueber, is a true veteran of the dental industry. He practiced for 31 years and owned 3 dental practices in and around Fort Wayne, Indiana. Now retired, he started a dental assisting school 5 years ago and he also started a finance company for dental treatment. He currently resides in Fort Wayne, where his involvements include real estate and residential assisted living. Listen to this information-packed Financial Flossing episode about the unique challenges face...2021-07-2737 min
Financial FlossingEp 006: Consistent Income Higher Than Expenses: Financial Health in the Dentistry IndustryDr. Luke PowellFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 006 Consistent Income Higher Than Expenses: Financial Health in the Dentistry IndustryDr. Powell is a native of Huntsville, Alabama, where he now runs Hazel Green Dental. He’s a graduate of Auburn University and the UAB School of Dentistry in Birmingham and says that excellent dental care is one of the keys to overall health.Listen to this informative Financial Flossing episode about the unique challenges faced by dental professionals and ways to find balance between practicing dentistry, raising a family, managing finances, and more unexpected hur...2021-07-2032 min
Financial FlossingEp 005: Everything You Ever Wanted to Know About DSOsStan KinderFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 005- Everything You Ever Wanted to Know About DSOsStan Kinder of Everything DSO has more than 42 years of experience in the health care field in both the public and private sectors in management and senior management positions with involvement in dentistry reaching as far back as 1981. He has been an independent practice management consultant and practice broker and most recently within the DSO industry as a senior executive responsible for growing the organization through practice affiliations. Over the course of his career, he has been involved di...2021-07-1340 min
Financial FlossingEp 004: Modern Marketing: How To Get Noticed in the Digital AgeGraig PrestiFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 004- Modern Marketing: How to Get Noticed in the Digital AgeGraig Presti is an award-winning marketing expert, founder, and CEO of Local Search For Dentists® (LSFD). LSFD has ranked on the national Inc. Magazine Top 500/5000 Fastest Growing Companies list for the fourth year in a row, and only 10% of businesses have achieved this. This means LSFD has been recognized four times as one of the most reputable, fastest growing, and most successful companies in the country. The main reason for their success is the direct success of...2021-07-0735 min
Financial FlossingEp 001: Rome Wasn’t Built in a Day: Utilizing KPIs for Financial GrowthJoelle JumpFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 001- Rome Wasn’t Built in a Day: Utilizing KPIs for Financial GrowthToday’s guest, Joelle Jump, is the CEO of Benchmarks Financial Group in Woodstock, GA. She’s a native of California who as a teenager worked in her uncle’s CPA office and ultimately discovered that her passion was working with numbers. These days, she runs Benchmarks, which specializes in serving the dental industry.Listen to this first-ever Financial Flossing episode about the unique challenges faced by dental professionals and why they must focus on the he...2021-06-2933 min
Financial FlossingEp 002: Patient First Mentality- Serving a Diverse ClienteleJames Osborn, DDSFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 002- Patient First Mentality- Serving a Diverse ClienteleDr. James Osborn is a specialist in pediatric dentistry and runs a practice in Selma, Alabama, called Children’s Dentistry of Central Alabama. He’s a graduate of Auburn University and the University of Alabama School of Dentistry, where he also completed his specialty training. Listen to this information-packed Financial Flossing episode about the unique challenges faced by dental professionals and why they must focus on the health of their practice, not just the health of their patients.Here i...2021-06-2933 min
Financial FlossingEp 003: Have a Compelling Story: Marketing in DentistryChris PistoriusFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 003- Have a Compelling Story: Marketing in DentistryChris is CEO and founder of KickStart Dental Marketing, an award-winning firm based in Denver, Colorado. With more than 15 years of experience, he has worked with countless dental professionals on marketing, consulting and coaching. He shares his expertise by giving marketing seminars across the country and hosting a weekly dental marketing podcast. Chris is trained by Google on how dentists and other businesses can get the most out of their marketing efforts. He’s also the author of “The Ultima...2021-06-2925 min
Financial FlossingTrailer: Welcome to the Financial Flossing Podcast!The Financial Flossing Podcast: Guiding Dental Professionals to a Brighter Future with Ross Brannon introduces listeners to a trusted financial advisor and how to make smart decisions with money to ensure that your retirement goals become reality. Ross Brannon helps dentists, orthodontists, endodontists, periodontists, prosthodontists and oral surgeons who own practices and need expert financial advice. On the show, he shares his strategies to maximize your earning, investing and wealth potential while minimizing risk. Ross talks to dental industry experts, CPAs, lawyers and other professionals offering keen insight on how to grow your income and improve your life. Tune in e...2021-06-1102 min
Highspeed Podcast#16: The High Speed Podcast with Dr. Forrest Bryant: Ross Brannon - PublicAnother great podcast coming your way! Ross Brannon is a financial planner with a love of real estate! He works for North Florida Financial and understands the needs of High Income Physician and Dentist clients who love real estate!
Listen in to hear Ross and Dr Bryant discuss topics such as:
- comprehensive financial planning
- real estate investing
- multiple buckets of money in retirement
- permanent life insurance and guaranteed retirement income streams
- Investor Behavior and Importance of automated savings
And much more!2018-06-1900 min