714.505.9000 cpas@hmwccpa.com


Informative weekly podcasts for dental practices,  hosted by Art Wiederman, Dental CPA.

How to Turn a New Patient Call into a New Patient with Teri McAviney – The Art of Dental Finance and Management Podcast

January 22, 2020

Teri McAviney

Mak Concepts
(760) 975-8770

This episode of The Art of Dental Finance and Management features dental coach/advisor, Teri McAviney of Mak Concepts. Having strong communication skills, along with a plan for patient relations and conversion, will help your dental front office succeed in converting more new prospective patient calls into new patient appointments.

Teri outlines examples of specific communication skills needed by dental team members answering the phone and talking to a prospective new patient. For example, when a new patient calls, one of the first questions they may ask is, “Do you take my insurance?” Teri shows that there is a right and wrong way to answer the question. If you answer it right, you can get the patient into the office. If you answer it wrong, they will hang up and find another office that does take their insurance.

Teri also covers other scenarios which require strong communication skills:

  • Buying a practice from another doctor
  • Getting an existing patient to accept an associate dentist when the senior doctor is cutting back

This is an episode which should be listened to multiple times, especially by the front office team, to increase your number of new patients and improve your dental practice.


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Tips on Successfully Hiring a Dental Associate with Robert Spiel – The Art of Dental Finance and Management Podcast

January 15, 2020

Bob Spiel

Spiel Consulting
(208) 520-6900

In this episode of The Art of Dental Finance Podcast, Art and his good friend, dental coach Bob Spiel, have a conversation about how to successfully hire an associate.

According to Bob, about 70% of associate hires fail for many reasons. Bob discusses when you are ready to hire an associate, how important it is for the team to be involved in the selection, what mistakes dentists make in hiring the wrong associate, why the associate must fit the culture and philosophy of the practice, and much more.

If you are considering hiring an associate, or if you are a dentist looking at joining a practice as an associate, this is a must listen.


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Everything a Dentist Needs to Know About Home Mortgage Loans and Credit with Roger Williamson – The Art of Dental Finance Podcast

January 8, 2020

Roger Williamson

Kent Mortgage Corporation
17310 Red Hill Ave., Ste 280
Irvine, CA 92614
(949) 756-1702

Today Art visits with his good friend and colleague, Roger Williamson. Roger’s company, Kent Mortgage, issues home mortgages and has helped many of Art’s clients over the years.

Art and Roger discuss how banks and finance companies evaluate a prospective borrower’s credit, how credit scores are affected by different types of debt borrowers have, what dentists can do to make sure they have good credit, and what mistakes they should avoid.

Roger also discusses the different options for home loans and the process he goes through to help guide a client in selecting the right option. He gives great insight into what dentists should do to keep good credit and prepare for buying a home.

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Finding Profit Holes in Your Practice with Curtis Marshall of Dental Intel – The Art of Dental Finance Podcast

January 2, 2020

Curtis Marshall

(801) 717-2777

In this episode of The Art of Dental Finance podcast, Art speaks with Curtis Marshall from Dental Intelligence. Dental Intel is used by over 5,000 practices nationwide and is a sophisticated dashboard program that extracts information from Dentrix, Eaglesoft and Open Dental. From the dashboard, dentists (and their advisors) can find areas in their practice that, if addressed, can improve revenues and profits.

Art and Curtis discuss why it is important for dentists to increase the number of visits from patients and production per visit, what pre-appointment and re-appointment percentages mean, how this program can help them see what percentage of exams a dentist performs results in a diagnosis, and much more. This podcast will hopefully motivate our listeners to work ON their practices, and not just IN their practices, using powerful tools like Dental Intel.

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Do You Have a Well-Developed Financial Plan? with Brian Conners, CFP, MBA – The Art of Dental Finance Podcast

December 18, 2019

Brian Conners, CFP, MBA

(949) 271-6433

Today, Art talks with Brian Conners, a wealth manager, Registered Investment Advisor, and Certified Financial Planner. Brian and Art discuss the importance of a financial plan, what the components of a plan are, and how Brian assesses a client’s goals and objectives to develop a plan.

In addition, there is great discussion around how Brian approaches constructing a client’s investment portfolio, how he assesses risk, as well as how annuities work. This podcast contains lots of great information and (hopefully) motivation for our listeners to put together their own financial plan.

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What Dentists Need to Know about Social Security Benefits with Paul Woody, CPA – The Art of Dental Finance Podcast

December 11, 2019

Paul Woody, CPA

Woody and Associates, Certified Public Accountants
3205 N.W. 63rd Street
Oklahoma City, OK 73116
(405) 840-8000


In this episode of The Art of Dental Finance, Art talks with Paul Woody, the founding partner of Woody and Associates. Paul’s firm is located in Oklahoma City and is the CPA firm for the Academy of Dental CPAs.

Paul brings an expertise in the area of Social Security benefits. He and Art help dentists understand the rules about Social Security, including when a dentist should take his or her benefits, how a restricted application works, the health of the social security trust fund, and many other rules that will be very helpful for dentists approaching Social Security age.

Art and Paul also discuss entrepreneurship in dentistry and why it is important. Paul has amazing insight into Social Security as well as the entire dental profession. Listen in to better manage your dental practice and social security benefits.

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New Trends in Oral Surgery and Update on Organized Dentistry with Dr. Edward Balasanian – The Art of Dental Finance Podcast

December 4, 2019

Dr. Edward Balasanian

Orange County Center for Oral Surgery and Dental Implants




This episode of The Art of Dental Finance includes a lot of great information about the overall dental profession, as well as oral surgery. Art spends the hour with Dr. Edward Balasanian, Orange County Oral Surgeon and President of the Orange County Dental Society.

Ed is very involved in the California Dental Association and gives great insight into the challenges dentists face today, as well as what organized dentistry is doing to help its membership. Ed also talks about new trends in oral surgery, how oral surgeons bring value to their referrals, how they are helping patients manage pain and avoid addiction to opioids, and updates on implant surgery and sleep procedures. Be sure to listen in if you’d like to learn how to better manage and grow your dental practice.

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My Client’s Journey from Associate to Practice Owner with Dr. Peter Abas – The Art of Dental Finance Podcast

November 27, 2019

Dr. Peter Abas



In this episode, Art talks with his dentist client, Dr. Peter Abas. With the assistance of Art as his broker, Dr. Abas bought an excellent dental practice in Laguna Hills, California and has since grown the practice by 50%.

Art talks with Dr. Abas about his experience as an associate, what he was looking for in buying a practice, what has made him so successful, and how he’s grown his practice. Dr. Abas also gives great tips to young, up-and-coming dentists to help them become successful. This is an inspirational interview showing that dentists can purchase good practices, make them even better, and practice in a fee-for-service office – all while avoiding PPOs.

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“Turning Losses into Profits in Your Dental Office” with Debbie Seidel-Bittke – The Art of Dental Finance Podcast

November 20, 2019

Debbie Seidel-Bittke, RDH, BS

Dental Practice Solutions




Today Art visits with his good friend and dental coach, Debbie Seidel-Bittke. Debbie has been a coach in the dental profession for well over 20 years and has been in dentistry longer than that. She has a rare passion for her work, helping her clients with building a great hygiene department, developing a great team, and becoming more profitable. Art and Debbie discuss what makes a successful hygiene program, how communications and leadership are paramount to success in the dental office, and what works or doesn’t work in growing a practice. You will love listening to Debbie as the excitement she has for helping dentists resonates through the microphone.

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Year-End Tax Planning for Dentists with Art Wiederman, CPA – The Art of Dental Finance

November 13, 2019

Art Wiederman




In this episode, Art talks about year-end income tax planning for dentists. He explains the difference between a marginal and effective rate of tax, how changes in the Congress and the White House might impact tax rates and deductions in 2021, and what things a dentist can do to reduce his or her tax liability through their dental practice. In addition, he’ll provide tips on how to use retirement plans and equipment purchases to cut taxes, and how to take care of two very important parts of the 2017 tax reform act: (1) the 20% Pass-Through deduction under Tax Code Section 199A, and (2) the Child Tax Credit, which can save taxpayers $2,000 per child. Lots of tips and tax planning ideas that could save dentists thousands of dollars before the end of the year. Don’t miss this important episode!

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Legal Issues for Dentists with Dental Attorney Pat Wood – The Art of Dental Finance

November 6, 2019

Patrick Wood, Esq.

Wood & Delgado, Attorneys at Law







In today’s episode, Art visits with long-time colleague dental attorney Pat Wood. Pat and his team have worked with over 6,000 dentists spanning his 35 year career as an attorney for dentists. Art and Pat dialogue about associate agreement content and how covenants not to compete work. They also cover issues for senior doctors as well as associates involved in these contracts, and legal issues for buyers and sellers in the purchase or sale of a dental practice. Lots of great insights that could save dentists from legal issues when entering into contracts.

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World Class Clinical Continuing Education with Johnny Kois, CEO of The Kois Center

October 30, 2019

Johnny Kois, CEO





Today Art has the privilege of spending the hour with Johnny Kois, CEO of The Kois Center in Seattle, Washington. Johnny’s father, Dr. John Kois, is one of the most well-known and iconic dentists in the world. His courses and curriculum on clinical dentistry are among the best in the world. Johnny and Art talk about the three core concepts students of Dr. Kois learn: (1) how the curriculum is research based, (2) how dentists who come to the Kois Center are happier in their practices, and (3) how they teach dentists their system of developing a treatment plan, presenting cases, and to taking their game to the next level. Dr. Kois and his team have trained thousands of dentists and the information you will get on this episode might just change the way you learn and how you practice.

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Pearls from One of the Best Dentists and Coaches I Know – Dr. Phil Potter

October 23, 2019

Art Wiederman





On today’s show, Art spends the hour with his dear friend and CPA client, Dr. Phil Potter. Art and Dr. Potter are also partners in a practice transitions business. Dr. Potter practiced high-level restorative and cosmetic dentistry in his private practice in San Clemente, California for 31 years. After his retirement he spent many years as a coach working with and lecturing with Dr. Paul Homoly. They traveled all over the country talking about complex care case acceptance, leadership, and what makes dentists successful. Art and Dr. Potter discuss how dentists can and should differentiate their practices from those down the street, how to avoid becoming a commodity, and the pyramids that dentists need to build within their practices. Their dialogue includes how dentists need to interact not only with their team but also with patients to communicate their message. Phil shares how he trained the team in his practice and why his practice was so successful. He informs about emotional intelligence and suggests some great resources to dentists who want to control their own destiny. Dr. Potter is a wealth of knowledge. As Art’s mentor, he has taught Art many things about life and we’re sure his insights will be invaluable to others as well.

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Tips for Hiring an Associate Dentist & Forming and Operating Dental Partnerships

October 16, 2019

Art Wiederman





Today, Art spends the hour talking about one of his favorite topics – associates and partnerships.  Art will cover the reasons a dentist would want to bring on an associate, the steps a dentist would take in finding and interviewing a prospective associate, what should be important to the senior doctor as far as characteristics of an associate dentist, and whether to pay that associate as an employee or independent contractor.  He then discusses the formation of a partnership, how much of the practice to sell to a young associate, how to determine the splitting of profits, and other issues a senior doctor needs to consider when adding an associate dentist to his or her practice.  This is an area where Art consults frequently with dentists and helps them structure their partnership so all parties are successful.  If you have a growing practice and are looking to add an associate dentist and perhaps ultimately a partner, this episode is information you need.

To hear more “The Art of Dental Finance” podcasts click here.

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The Ten Biggest Financial Mistakes Dentists Make and How to Avoid Them

October 9, 2019

Art Wiederman




Today Art visits with his audience on the ten biggest financial mistakes dentists make and how to avoid them. He talks about building an office that is too expensive, putting too much emphasis on income tax savings, not understanding your investments and many more. Art has incorporated this information into dozens of talks he has given to local and national dental societies and groups and it is always chock full of information and great tips. Art one-on-one with his audience is always informative and entertaining.

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Does Your Dental Practice Have the Right Insurance Coverage?

October 2, 2019

Guest: Rich Walton, Mikel’s Insurance Services

MedPro Group Authorized Agency Downey, California

Email: rwalton@mikels-ins.com

Phone: 800-928-0431 Ext. 128 



Today Art talks with his long-time friend and colleague Rich Walton, who has worked with over 1,500 dentists helping them obtain proper malpractice, workers compensation, office liability, and other types of insurance. Rich discusses the difference between a claims-made policy and an occurrence policy, why it is important to read the policy, what to do if a patient is unhappy and threatening to sue, and what to do if a lawsuit is filed. Rich and Art also discuss mistakes dentists make in purchasing different types of insurance and why it is important to buy insurance from someone who knows your profession. Finally, Rich provides information about employee liability insurance, which covers discrimination and harassment exposure. This very informative episode is important for every dentist in practice to discover what is in their respective insurance policies and how it affects them.

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Financial and Business Tips for Success at All Levels

September 25, 2019


Robby Apple, CPA

Apple, Guerin & Company


6421 Perkins, Bldg A, Ste 1-B
Baton Rouge, LA 70808
(225) 767-1020

Nicholas Rauber, DDS

Faculty, LSU School of Dentistry

8519 Highland Road
Baton Rouge, LA 70808

(225) 766-1765


In this episode, Art visits with Dr. Nicholas Rauber and fellow Academy of Dental CPAs member Robby Apple. Robby’s dental CPA firm in Baton Rouge is one of the premier dental CPA firms in the Southeastern United States, working with close to 200 dentists. Dr. Nicholas Rauber is on the faculty at the Louisiana State University School of Dentistry. Nick discusses what is currently taught to dental students regarding the business of dentistry, his experience with his current and former students, lessons he teaches his students, and life experience of also being a practicing dentist in Baton Rouge. Robby provides lots of financial tips that he gives his dentist clients on buying a practice, whether to buy a house or a practice first, retirement and overall financial planning, and how to monitor their business. The interaction with Robby and Nick provides great information for dentists at all stages of practice.

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Global and National Economic Update

September 18, 2019


Dennis Kushner


Today Art interviews Dennis Kushner who has spent his career in corporate turnarounds and mergers and acquisitions. Dennis gives an economic update titled “The Kushner Report” at Art’s monthly networking breakfast. Dennis has amazing insight into the global economy and in this episode he and Art discuss:
      • the economic outlook for the remainder of 2019
      • how the trade battles between the United States and China are effecting the global and U.S. economies
      • the situation with Great Britain and their battles in leaving the European Union
      • national debt, jobs, manufacturing, retail and much more.
Dennis also discusses how companies grow: mistakes they make in growing too fast or out of control, and how that relates to the dental profession. A fascinating interview!

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Is Your Dental Practice Best-in-Class?

September 11, 2019


Debra Englehardt-Nash

Nash Institute for Dental Learning


403 Gilead Road, Suite E
Huntersville, NC 28078

On today’s episode, Art talks with Debra Engelhardt-Nash, a long-time colleague from his days at the Pride Institute of Management. Debra is one of the most sought after speakers, teachers, and practice coaches in the country. Art and Debra recall their days at Pride, and Debra talks about what makes dental offices great. Communication skills, team management, and patient interaction is critical. Be sure to listen in – Debra is not only very informative but very entertaining. 

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Everything a Dentist Needs to Know about HIPAA Compliance

September 4, 2019


Danielle McKinley



2601 Ocean Park Boulevard, Suite 303
Santa Monica, California 90405
In this episode Art talks with his good friend Danielle McKinley of PCIHIPAA, who is a certified HIPAA specialist. Danielle has worked in risk mitigation for 10 years and has consulted thousands of practices. She has a passion for helping doctors understand how to protect their practice from a HIPAA incident with minimal time and resources needed. 
Art and Danielle discuss topics like: 
      • What is HIPAA and how to comply 
      • How to prevent and protect your practice from HIPAA penalties 
      • Misconceptions and common mistakes dentists make in not complying with HIPAA
      • Why conducting a HIPAA Risk Assessment is required and a critical first step
      • What to do if your practice has a data breach or ransomware attack
Every dentist who owns a practice, even if you think you are in total compliance, should listen to this episode. The maximum penalty for failure to comply, which Danielle will reveal, is staggering.


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Entrepreneurship and Advice for Dentists at all Stages of their Careers

August 28, 2019


Kate Willeford

The Willeford Group


770-552-8500 or 877-643-7087

Today Art spends the hour with long-time friend and colleague Kate Willeford. Kate is the president of The Willeford Group, a dental-specific CPA firm with clients all over the country. Kate spends much of her time helping her clients become better business people and thrive as entrepreneurs. Art and Kate discuss what being an entrepreneur means, but also they give advice to dentists just graduating dental school, those buying their first practice, and dentists in the middle of their career. Finally, Kate gives great advice for dentists who are at the beginning stages of planning to sell their practices and retire. Very good life advice and tips for our listeners. 


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Are You Monitoring Key Metrics in Your Dental Practice?

August 21, 2019


Jess Bogumil, CPA

Fluence CPAs


9430 SW Coral Street, Suite 100
Portland, Oregon 97223

Today Art talks with fellow Academy of Dental CPAs member Jess Bogumil of Fluence CPAs in Portland, Oregon. Jess discusses the importance of monitoring key metrics in your practice, such as comparing surface restorations to crowns diagnosed, comprehensive versus emergency exams, and more. Art and Jess share stories about clients who review their metrics and how they are more successful. They also discuss verbal skills a dentist needs in case presentation and the numbers from a dental CPAs prospective. With two dental CPAs on the interview, a lot of good information is exchanged in this episode.


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Everything You Wanted to Know About CEREC

August 14, 2019


Dr. Juste Karvelyte

Smile HQ Dental, CEREC Consultant



Today Art speaks with one of his firm clients and CEREC consultant Dr. Juste Karvelyte. Before going into private practice, Dr. Karvelyte was a CEREC trainer for five years with Patterson Dental. Art and Dr. Karvelyte discuss the history of CEREC, what types of offices it is best used in, the economics of CEREC, and many uses of CEREC many dentists don’t take advantage of. To round off the discussion, Dr. Karvelyte details how the dental team needs to be involved, how to market the technology, and mistakes dentists make when they purchase the technology. If you currently own or are contemplating purchasing CEREC or other CAD-CAM technology, this is a must-listen episode.


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Implementing an In-House Dental Membership Plan

August 7, 2019


Jordan Comstock

CEO & Founder, BoomCloud


12365 S. 970 E | Draper, Utah

Art talks with Jordan Comstock, CEO and founder of BoomCloud. Jordan’s company has assisted over 1,000 dental offices in creating, organizing, and automating an In-House Dental Membership Plan. Jordan discusses how this is a great tool to move further and further away from being dependent on insurance companies; how it generates a stream of ongoing and consistent revenues; how these types of plans actually increase the amount of dentistry accepted by patients; and how the mechanics of such a plan work. He also discusses how to market such a plan, and how to go to local businesses to attempt to get them to join the dental office plan. A great interview and motivation to find more fee-for-service patients in your dental practice.


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Retirement Planning 101 for Dentists

July 31, 2019


Art Wiederman, CPA

HMWC Partner


This week Art does a show on his own about a subject that he is very passionate about – helping dentists retire. He begins with a case study explaining how you should think about calculating the numbers of retirement and your many choices. He then dispels myths about retirement, and talks about not retiring and perhaps working back in your practice or in an area you have a passion for. He provides three main areas you must consider (1) when you want to retire, (2) where you want to retire, and (3) what type of lifestyle you want to have. Art outlines the three types of retirement plans dentists can have: (1) SIMPLE-IRA plans, (2) Profit Sharing/401(k) plans, and (3) Defined Benefit plans. He closes with client and personal stories on retirement. The goal: get listeners to take action and begin immediately planning for a great retirement! Be sure to tune in for this valuable information.



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Strategies for Paying Off Your Dental Student Loan Debt

July 24, 2019


Mark Johnson

Founder, StudentLoansRx.com

Mark Johnson, RBF Wealth Advisor


Art chats with Mark Johnson, a financial planner who spends most of his time helping dentists with strategies on how to repay and manage their student loan debt. Mark has significant knowledge of how the student loan process works – from what options doctors have when initiating a loan, to designing plans for his dentist clients to payoff their loans within seven to ten years after graduation. Art and Mark also discuss the different types of student loans, how to structure them, how to obtain interest subsidies, when to use income-based repayment programs, and how student loan debt is affected when a dentist goes to work in public health. An essential podcast for any dentist with student loan debt – at any time in their career.



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Leadership Uncomplicated-An Intuitive Way to Lead Your Team

July 17, 2019


Katherine Eitel Belt, President

Lion Speak, Inc.

Info@LionSpeak.net | www.LionSpeak.net
PO Box 423 | Aguanga, CA 92536
(800) 595-7060


In this episode, Art and Katherine discuss key leadership skills for a dentist that include how to lead a dental team and how to create a great culture. In addition, they converse about creating and building a world-class dental team who believes in and executes the dentist’s vision and goals for the practice. Katherine talks about dentists using the same instincts that lionesses use to help their lion cubs go out into the wild and be successful, relating that to training a team. Finally we’ll discuss how to hold team meetings, how to train team members, and other communication issues between team and doctor. If you’re looking for leadership development tips, this episode is a must.



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Tips on Designing a World Class Dental Office

July 10, 2019


Dr. Michael Unthank

Unthank Design Group


(402) 423-3300



Art talks with his long-time friend from his Pride Institute days, Dr. Michael Unthank. Dr. Unthank is both a dentist and a world class dental architect who has designed over 1,000 dental offices all across the United States. Art and Mike talk about the process of choosing an architect and contractor; things he likes to see in dental treatment rooms, front offices, and sterilization areas; and mistakes he has observed. Mike is one of the most knowledgeable people in the country when it comes to dental office design, and he gives many tips on what dentists should consider when contemplating their design. His key question is “How do you want to practice?” This opens the door to the vision of the doctor and helps create an office where his clients are very happy practicing. Whether you’re looking at revamping your office, moving to a new office, or launching a new practice, there are lots of great tips for you in this episode.



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Estate Planning 101 for Dentists

July 3, 2019


Kelly M. Cruz

Primiani, Stevens, Cruz & Punim PC




Art visits with his friend and colleague Kelly Cruz, a top notch estate planning attorney. She discusses with Art the dangers of not having estate documents, how wills and trusts are used, and how to protect assets when leaving them to family members. Also they dialogue about difficult decisions, such as how to choose a guardian and whether to hire a corporate trustee to manage your assets upon death. If you have not finished your estate planning, there are lots of great tips in this episode for you.



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What You Need to Know About Becoming a Multi-Practice Dental Company

June 26, 2019


Maria Melone, CPA

Morr Dental | Rosen CPA Group





Art talks with his good friend from the Academy of Dental CPA’s Maria Melone. Maria is managing partner of MORR Dental Transitions, which is part of the Rosen CPA Group in Boston. Maria is one of the foremost authorities in the country on group dental practices. She helps her clients buy and sell dental practices and works to bring groups to larger buyers all over the United States. During her 20 years in the industry, she has worked for a company that owns hundreds of dental practices and has helped advise dentists on how to grow from owning one practice to owning multiple practices. Art and Maria discuss the biggest mistakes dentists who own multiple practices make in building their business, what private equity groups and large practice owners looking to acquire are looking for, how groups who want to grow obtain financing, and proper management systems. They also discuss what a single owner dentist should look for when deciding to sell to a larger group. Great information for one-office owners as well as owners who want to grow to be a multi-practice company.



To hear more “The Art of Dental Finance” podcasts click here.


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