If you’d like to discuss your finances with a professional, you can connect with Luke and Anick here: https://www.viderefinancial.com/contact

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Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/how-to-achieve-the-best-exit-number-for-your-dental-practice-with-luke-hurley-anick-sharma

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Are you holding onto your dental practice longer than needed? The quest for the "highest valuation" might actually be costing you precious years of freedom.

In this illuminating discussion, financial planners Luke Hurley and Anik Sharma reveal the critical distinction between maximizing practice value and achieving your personal financial independence. Through real-world examples and comprehensive cash flow modeling, they demonstrate how dentists can determine their actual "number" – the amount needed to fund their desired lifestyle without financial constraint.

The conversation challenges conventional wisdom about retirement age and practice exit timing. Rather than clinging to arbitrary targets or industry benchmarks, our experts walk through how to reverse-engineer your financial needs, taking into account existing assets, pensions, and investment portfolios. This approach often reveals that many practice owners are already closer to financial freedom than they realize.

Financial planning software vividly illustrates how even modest practice valuations, combined with accumulated wealth in pensions and investments, can provide sustainable income well beyond traditional retirement age. The discussion includes important considerations around sequence risk, tax optimization, and the psychological aspects of transitioning away from practice ownership.

Perhaps most valuable is the exploration of what retirement actually means in today's world. Far from the outdated concept of "being put out to pasture," financial independence offers the freedom to choose how you spend your time – whether that's continuing clinical work on your terms, pursuing new business ventures, dedicating time to family and travel, or exploring entirely new passions like the former solicitor who became a flight instructor.

Ready to discover your number and gain the clarity that comes with knowing exactly when you could sell your practice? Listen now and claim your free verifiable CPD by completing the questionnaire through the link in the description.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

Send us a text

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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What does it take to grow from one dental practice to 23 while still maintaining your passion for clinical dentistry? Dr Phil Friel shares the remarkable journey that began with a chance conversation in a pub and evolved into one of Scotland's most impressive dental groups.

Dr Friel and his brother Christopher have built their dental empire through strategic acquisitions, focusing on larger practices while maintaining a distinctly family-owned approach that sets them apart from corporate entities. Phil reveals how they started with distressed clinics, rolling up their sleeves to paint and renovate themselves, before evolving to acquire established practices with seven or more surgeries.

Perhaps most impressively, Phil still maintains three 12-hour clinical days weekly, dedicating the remainder of his time to visiting practices, meeting teams, and driving the business forward. He shares the efficiency breakthroughs that made this possible – from executive assistance to diary zoning – and how these systems transformed his professional and personal life.

The conversation explores the brothers' complementary skills, their data-driven approach to practice management, and the £4 million they've invested in modernising equipment across their 130 dental chairs in just two years. Phil explains their "inverted pyramid" organisational philosophy, with patients at the top and owners at the bottom, and how the responsibility for 230+ team members and their families drives him to continue growing and improving.

Whether you're struggling with the demands of a single practice or contemplating growth beyond your current operations, this episode offers practical wisdom from someone who's successfully navigated the journey while maintaining clinical excellence and building more freedom into his life. Ready to rethink what's possible in your dental career?

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

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You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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The conversation between financial abundance and our deepest beliefs forms the heart of this enlightening episode with money mindset expert Tom Fortes-Mayer. We dive deep into the psychological foundations that determine our financial reality—exploring how our thoughts, beliefs, and expectations directly shape our wealth outcomes.

Tom explains the fascinating concept of "dirty fuel" versus "clean fuel" in our money motivations. Many achieve success through fear-based drives—proving worth, compensating for past wounds, or seeking validation through achievement. While effective to a point, this creates unnecessary friction. The alternative—operating from abundance, intrinsic value, and certainty—allows for effortless expansion and greater wealth attraction.

Through compelling personal stories, Tom illustrates how unconscious beliefs create invisible financial ceilings. He shares how a childhood conversation about £300 weekly wages mysteriously capped his own earnings at precisely this amount years later—until he identified and transformed this limiting belief. Similarly, his father's debt issues created emotional imprints that unconsciously shaped his own financial behaviors until conscious examination freed him from these patterns.

The episode culminates in Tom's remarkable "umbrella miracle" story—a powerful demonstration of how shifting from frustration to gratitude manifested an unexpected solution in a moment of need. This wasn't mere coincidence but evidence of how our internal state affects external possibilities. "We can rail against what is, or we can choose our response and bring the magic back to life."

What makes this conversation truly valuable is its blend of profound insight with practical application. Tom provides a framework for identifying limiting money beliefs, understanding their origins, and consciously replacing them with empowering alternatives. By clearing these psychological blocks, we can increase our capacity to welcome wealth in all its forms—financial resources, time, opportunity, and fulfillment.

Looking to transform your relationship with money and success? Consider exploring your own unconscious beliefs and how they might be limiting your financial potential. The greatest wealth may be waiting just beyond your current belief systems.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

Send us a text

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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What drives a dentist to take the leap from associate to practice owner? For Dr. Zain Remy, it wasn't about financial rewards but something far more personal – the quest for clinical freedom and the ability to practice dentistry according to his own values.

This candid conversation takes you behind the glossy façade of practice ownership to reveal the messy, challenging, yet ultimately rewarding journey of a recent dental practice acquisition. Zain shares the pivotal moments that pushed him toward ownership: carrying a personal box of private materials between NHS patients, facing pressure to complete crown preparations in just 40 minutes, and feeling his passion for dentistry slipping away under corporate constraints.

With refreshing honesty, Zain details the unexpected hurdles that greeted him as a new owner – from discovering out-of-date stock dating back to 2006 that forced him to temporarily close the practice, to previous owners undermining his new pricing structure with patients. His strategy for navigating these challenges offers valuable insights for anyone considering practice ownership.

The discussion explores how social media became a crucial tool in Zain's transition, allowing him to build a personal brand that attracted aligned patients and created professional opportunities. His approach to TikTok, Facebook and Instagram provides practical guidance for dentists looking to establish their own digital presence.

Perhaps most valuable is Zain's reflection on the emotional journey of leadership – becoming what he calls the "emotional obelisk" for his team while managing his own anxieties about business performance. His perspective that "if you're not out of your comfort zone, you're doing something wrong" captures the growth mindset necessary for successful practice ownership.

Join the conversation with Dr. Zain Remy and discover why, despite all the challenges, he confidently affirms that taking control of his professional destiny was unquestionably worth it. Connect with Zain's supportive community of practice owners through his Facebook group "Diary of Dental Practice Owners" where weekly discussions provide ongoing support for current and aspiring principals.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

Send us a text

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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What if the key to transforming your dental practice profitability wasn't working harder, but working smarter? Dr. Amit Jilka's journey provides a masterclass in strategic dental business growth that any practice owner can learn from.

Starting with a modest single-surgery practice generating £300,000 annually in 2012, Dr. Jilka has built a remarkable dental enterprise now spanning 18 chairs across multiple locations, with a team of 35 clinicians completing over 550 implants and 400 orthodontic cases yearly. The transformation wasn't accidental, but methodically engineered through three critical pillars: exceptional Treatment Coordinators, comprehensively trained associates, and outstanding practice managers.

The revelation of properly implemented TCOs is perhaps most striking. Unlike the common misconception that TCOs are merely glorified receptionists, Dr. Jilka's TCOs conduct 30-45 minute appointments, performing scans, discussing financing, and comprehensive treatment options before patients even meet the dentist. This approach has dramatically increased both treatment plan acceptance rates (from 60% to 80% for implants) and overall treatment values.

What's particularly fascinating is Dr. Jilka's counterintuitive approach to personal clinical time. By reducing his own clinical hours to just half a day weekly and dedicating several days to mentoring associates instead, he initially took a personal income hit – but saw practice profitability soar. This powerful demonstration of working ON rather than IN the business highlights the leverage gained through systematic associate training and development.

The practice also employs distinct workflows for different treatment modalities, recognizing that implant and orthodontic patient journeys require different approaches to nurturing and conversion. Their structured follow-up protocol for high-value implant consultations exemplifies the attention to detail that drives their exceptional performance.

Whether you're struggling with case acceptance, associate productivity, or finding time to strategically grow your practice, Dr. Jilka's proven systems offer a roadmap to greater profitability without sacrificing clinical excellence or work-life balance. Ready to transform your dental practice from surviving to thriving? The blueprint is right here.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

Send us a text

Want to understand how to become as tax efficient as possible?
Connect with Johnny here: https://www.dentistswhoinvest.com/reducing-tax-bill/

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Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/how-to-protect-profitability-in-tough-economic-conditions-with-johnny-minford

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What makes a dental practice financially resilient during uncertain times? Expert accountant Johnny Minford joins us to break down exactly how to protect both your income and long-term practice value.

We explore the difference between capital and income resilience—and why strong cash flow matters more than ever when inflation eats away at your savings. Johnny shares how smart appointment scheduling, strategic patient retention, and effective treatment invitations can stabilise your income without compromising care.

From associate pay structures to patient demographics, hygienist contracts to specialist referrals, this episode is packed with actionable insights. Discover how the right systems, culture, and strategy can keep your practice thriving—no matter the market.

Plus, UK dentists can now earn free verifiable CPD. Just click the link in the show notes after listening.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, inde

Send us a text

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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When a life-threatening diagnosis collided with a background in high finance, Daniel Jones found a mission: bring financial clarity to dental practices. At just 25, he’s now at the forefront of dental fintech with Medfin—a platform built to track the KPIs that actually matter.

In this episode, Daniel shares how most dental software misses the mark on financial reporting, leaving practice owners buried in spreadsheets. Medfin bridges the gap by connecting clinical and financial data to deliver real-time insights into chair utilisation, treatment profitability, associate performance, and more. Think: less admin, better decisions, and healthier profit margins.

We also dive into Daniel’s personal story, his strategic market approach, and how he’s reshaping the future of dental business management with £1.5 million in VC support.

If you’re a practice owner ready to stop guessing and start growing, this conversation is your wake-up call.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

Send us a text

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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Dental school teaches clinical skills—but not how to run a profitable business. In this episode, Rida Alwan unpacks the essential business strategies dentists should be learning, whether you’re an associate or practice owner.

We break down the only three ways to grow profits—cutting costs, increasing patient numbers, and boosting value per appointment—and show how to apply them in real-world dental settings. From renegotiating lab fees and utilities to tracking key metrics and creating efficient systems, these insights can transform your income and free up your time.

Rida also shares how associates can take control of their earnings with smarter appointment management, strategic CPD decisions, and better use of templates. Principals will learn how to slash practice overheads, streamline operations, and build a business that works for them—not the other way around.

If you’re ready to think beyond the drill and start making business-savvy moves, this episode is your roadmap.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

Send us a text