American Dental Association on-demand
webinar
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
decisions
This course includes a dentist
and a variety of financial experts who can answer a series of finance related
questions, including:
• 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?
Presenters
Stephen B. Dunbar III, JD, CLU
Executive
Vice President of Equitable Advisors, Georgia branch
Stephanie R.
Ganter, D.D.S, M.S.
Periodontal and Implant
Surgery
Santo LoPorto
Senior director of Equitable
Financial and client relationship manager, ADA Members Retirement
Program
Alex Macielak
Business Development, Laurel
Road
Diana Talpa
Vice president in commercial
banking, BMO Harris Bank
Learning
Objectives
•
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
best practices
• 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
online options
• 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
services