Dental Wealth Multiplier – Détails, épisodes et analyse

Jonathan Moffat and Austin Moffat sit down with Steven J. Anderson, entrepreneur, author, philanthropist, and dentistry’s “Yes Man,” to share five daily disciplines that every practice needs to do to stop losing money. From patient check-in to deposits and audit trails, Steve explains the simple systems that prevent embezzlement, protect your team, and give practice owners peace of mind. With decades of experience leading the Total Patient Service Institute, Crown Council, and the Smiles for Life Foundation, he delivers proven processes every dentist should hear.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Find Austin on LinkedIn: linkedin.com/in/austinmoffat

Connect with Steven J. Anderson on LinkedIn: linkedin.com/in/stevenjanderson1 

Fresh insights every week — full library at dentalwealthmultiplier.com

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Jonathan Moffat sits down with Dr. Jeremy Krell, general dentist, startup operator, and Managing Partner at Revere Partners, to explore how tech revolution, digital innovation, and venture capital are reshaping dentistry. They break down the difference between private equity and venture capital, what Revere looks for when investing in dental tech, and why the next wave of growth will come from doctors who understand and adopt these innovations early. From AI to robotics to regenerative implants, Jeremy shares a behind-the-scenes look at the technologies shaping the future of the profession.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Connect with Dr. Jeremy Krell on LinkedIn: linkedin.com/in/jeremykrell

Weekly conversations to grow your wealth in dentistry. Learn more at dentalwealthmultiplier.com

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Jonathan Moffat sits down with Matt Stevens of Provider Legal to unpack how dentists must do a legal gut check. Matt explored the blind spots that quietly cost them time, money, and control. They also talk through the real-world risks behind lease renewals, employee agreements, and non-competes and how to structure things so you are protected, organized, and confident moving forward. Whether you are starting out or scaling up, Matt offers a clear lens on what actually matters and how to stay ahead of legal issues before they escalate.

Find Jonathan at jonathanmoffat.com

Learn more about Provider Legal at providerlegal.com

Connect with Matt Stevens on LinkedIn: https://www.linkedin.com/in/matthew-stevens-19a5258/

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

This show is about more than just growing a practice, it’s about protecting what you're building. Follow along at dentalwealthmultiplier.com

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/

Dr. Eric Roman joins Jonathan Moffat to unpack the real reason why stepping away from your business is extremely difficult to do. They explore the mindset shift required to go from operator to true owner, how identity and control can quietly sabotage your growth, and what it takes to build a self-sustaining dental practice. They also emphasize why real work is not operational but actually emotional, requiring you strike the right balance of your heart, mind, and soul. If you have built the structure but still feel stuck, this is the conversation you did not know you needed.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Connect with Dr. Eric Roman at drericjroman.com

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Find Dr. Eric on LinkedIn: linkedin.com/in/drericjroman

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/

Dr. Eric Roman joins Jonathan Moffat to unpack the uncomfortable truth behind why so many high-earning dentists feel stuck in a business they thought would set them free. From the identity crisis that comes with stepping back to the perfectionism that sabotages delegation, they dive deep into what really keeps high-achieving practice owners from feeling fulfilled. Learn how to break from the unhealthy relationship with your career and find fulfillment in your daily tasks. If you have ever caught yourself saying, “I love what I do… but I can't keep doing it like this,” this conversation is for you.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Connect with Dr. Eric Roman at drericjroman.com

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Find Dr. Eric on LinkedIn: linkedin.com/in/drericjroman

This show is about more than just growing a practice, it’s about building a life that actually works for you. Follow along at dentalwealthmultiplier.com

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com

Jonathan Moffat dives into what makes a dental office not just successful — but unforgettable. Inspired by the viral rise of the Savannah Bananas, he unpacks how creating a buzz-worthy patient experience (not just great clinical work) is what actually drives referrals, loyalty, and long-term growth. From treehouses in operatories to dinner-worthy service touches, this episode is packed with real examples and simple mindset shifts to help you build a customer-centric practice people cannot stop talking about.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Where strategy meets dentistry: dentalwealthmultiplier.com

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/

Jonathan Moffat is joined by Mike Baird and Kyle Welch for a candid look at the current state of Dental Service Organization (DSOs) and private equity in dentistry. They break down what is really happening behind the scenes, from debt structures and recap risks, to why some DSOs are thriving while others are stalling out. Whether you are already sold, still considering your options, or just want clarity in a shifting landscape, this conversation pulls back the curtain and offers a grounded perspective on what’s next.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Connect with Mike Baird on LinkedIn: linkedin.com/in/bairdmike

Connect with Kyle Welch on LinkedIn: linkedin.com/in/ktwelch

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Weekly insights drop at dentalwealthmultiplier.com

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/

Jonathan Moffat is joined by Dr. Eric Roman to unpack why most associate relationships fall apart and why the problem often starts at the top. They break down the systems, expectations, and leadership habits that make or break associate success. Dr. Eric also presents his Dentist’s Playbook, a program specifically to help associates unlock their fullest potential. If you have ever been frustrated with an associate, this episode will challenge how you think and show you what to fix first.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Connect with Dr. Eric Roman at drericjroman.com

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Find Dr. Eric on LinkedIn: linkedin.com/in/drericjromanNew episodes weekly at dentalwealthmultiplier.com

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/

Jonathan Moffat sits down with Craig Leone of Huntington Bank to unpack what’s really happening in dental lending right now. They break down what banks are actually looking for in 2025, how lending criteria have evolved, and what dentists need to know before applying for a startup, acquisition, or expansion loan. From liquidity requirements and profit margins to growth strategies and red flags, this is a must-listen for any doctor thinking about financing in today’s market.

Special thanks to Huntington Bank for sponsoring this year’s Dental Wealth Mastermind.

If you're planning to attend, don’t miss the chance to connect with their team live in Newport Beach.

Register now at dentalwealthmastermind.com.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Connect with Craig Leone at huntington.com/practicefinance

Find Jonathan on LinkedIn: linkedin.com/in/jonathanmoffat1

Find Craig on LinkedIn: linkedin.com/in/craig-leone-01861346/

Join us weekly as we explore what it really takes to grow your wealth while designing the life you want. Visit dentalwealthmultiplier.com for more!

Jonathan Moffat and Austin Moffat unpack the core financial habits that consistently show up in high-performing dental practices. From tracking profitability to paying yourself first, they share what separates dentists who grow with confidence from those stuck in survival mode. Whether you are a single practice owner or managing multiple locations, this conversation provides practical advice to improve your financial health and achieve your business goals.

Find Jonathan at jonathanmoffat.com

Learn more about Aligned Advisors at alignedadvisors.com

Connect with Austin and the team at dsocfo.com

Find Jonathan on LinkedIn: https://www.linkedin.com/in/jonathanmoffat1/

Find Austin on LinkedIn: https://www.linkedin.com/in/austin-moffat-88715a59/

New episodes every week to help you take control of your business and your financial future. Visit dentalwealthmulitplier.com for more!

Love the show? Subscribe, rate, review, & share! https://alignedadvisors.com/