American Dental Association on-demand
This presentation was recorded in June 2022.
Learn from financial experts and a fellow dentist on how
to better plan and be more certain about your financial
This course includes a dentist
and a variety of financial experts who can answer a series of finance related
• Should I refinance with interest rates increasing?
• Is now the right time to acquire a practice loan?
• How is the current
state of the world impacting the profession?
Stephen B. Dunbar III, JD, CLU
Vice President of Equitable Advisors, Georgia branch
Ganter, D.D.S, M.S.
Periodontal and Implant
Senior director of Equitable
Financial and client relationship manager, ADA Members Retirement
Business Development, Laurel
Vice president in commercial
banking, BMO Harris Bank
Understand the importance of measuring a practice’s marketing initiatives and
patient communications efforts using real-time practice outcomes data
Compare practice outcomes and key business metrics against industry benchmark
• Optimize the value of a unified website and patient
communications strategy to increase production with real-time appointment
bookings, to expedite patient intake and save hours in data entry with secure
online pre-registrations and to accelerate payments with convenient and secure
• Discover the value of leveraging their
existing patient base to maximize practice performance through targeted
procedure-based marketing to their ideal patients promoting their highest-value