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Podcast

Beyond the Chair: How Leadership Shapes Your Dental Practice

Summary:

Leadership is a journey, not a destination, requiring continuous learning and growth to achieve lasting success. 

In this episode, Keith McLachlan, co-founder and president of Dental Team Finder Group, discusses his journey in the dental industry, from sales at Brasseler USA to his 14 years at Align Technology, highlighting the evolution of Invisalign and its impact on orthodontic practices. Keith shares valuable insights into building a successful business, emphasizing the importance of solving problems and providing value to clients. He details how his company supports dental practices by optimizing their culture, processes, and talent acquisition, ensuring a “triple win” for clients, candidates, and their own firm. Keith also covers the consulting aspect of his work, including advising on commission plans, SOPs, and sales process training for startups. Finally, Keith shares his thoughts on the importance of leadership and culture in a dental practice, and how that helps with talent acquisition and retention.

Tune in and learn how to build a thriving dental practice by focusing on leadership, culture, and strategic talent acquisition!

 

Secure Dental-Keith McLachlan: Audio automatically transcribed by Sonix

Secure Dental-Keith McLachlan: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors.

Dr. Noel Liu:
Welcome to the Secure Dental Podcast. Through conversations with the brightest minds in the dental and business communities, we'll share practical tips you can use to scale your practice and create financial freedom for yourself and your family. My name is Dr. Noel Liu, CEO and Dentist at Secure Dental, and also co-founder of DentVia. I'm your host for the Secure Dental podcast, and I'm so glad you're joining in.

Dr. Noel Liu:
Hello, everybody. Welcome to another episode of our Secure Dental podcast, where we bring in many different individuals from both inside and outside our dental industry. And today's podcast is sponsored by our DentVia, which I'm also co-founder of. And basically DentVia is a virtual dental administration assistant virtual company. So what we do is provide back-end staffing to our front desk. We supercharge our managers and take care of all the insurance eligibilities, et cetera, et cetera, et cetera, which we all hate to do. So visit them at DentVia.com; www.DentVia.com. Without further ado, I have a very special guest today, Keith McLachlan. Keith is a co-founder and president of Dental Team Finder Group, a dental consulting and talent acquisition firm specializing in helping dental practitioners and dental manufacturers optimize their people, processes, and performance. In addition, Keith also has over 22 years of sales experience and marketing. So without further ado, without taking a thunder away from Keith, I'm going to pass it on to you. Take it away, Keith. It's all yours.

Keith McLachlan:
All right. Thank you, Dr. Liu. It's a pleasure to be here. Thank you guys for listening and look forward to sharing a little bit little bit about our story. Dr. Liu and I were just talking about a little bit about me before we recorded here. But I got my start in dental back in 1994, in a sales role. I'm sure you guys are all familiar with Brassler USA. Worked in a field territory sales role and traveled many miles over East Texas, and it was a humble beginnings, but learned a ton. And then in '99, I was approached by a recruiter asking me if I had heard of this company called Invisalign; and I said, Invisa-what? Like many of you probably did for the first time. And I said, Well, I don't know anything about it, but tell me more. He goes, Well, can you get online? Can you get on the internet? I go, Well, I think I can dial up. This is '99, mind you. So I went to their website, checked it out. I was like, well, that's certainly a little more sexy than selling burgers, I'll tell you. So that was a treat, to say the least. So one thing led to another interview and started with the line Technology back in April of 2000. It was a fun ride. I was there for 14 years. I worked in sales and sales leadership. I was on several cross-functional committees, but learned a ton through that experience, just about myself, but also skills that I could apply going forward and still apply today, quite frankly. So in, you know, around 2012, I was starting to get the edge of what do I want to do differently? You know, business ownership always intrigued me because I wanted, I did not mind being a leader where it's like, Hey, my decisions are on me, be it for positive or negative. I get to call the shots. And it wasn't necessarily from an ego standpoint; it was just, I felt like I had a platform, had a message and that I could call people to that and add value to people, because that's one of my cornerstones. That's kind of how I'm built. So in 2014, we just finally made the leap. I was having a conversation with a consultant friend of mine and we went way back, but we were just brainstorming ideas of where we saw. Because all great companies come from a problem solving perspective, what solution can we offer here? We heard a lot about recruiting. You guys are probably rolling your eyes when you hear that. You know, just trying to find good people, it is the bane of existence for any business owner, but for dental business owners, it's one of the areas that's universally challenging. So we thought, okay, what's the solution? And it's gone through a few iterations. You know, we thought, Oh, it's a dental exclusive website. Yeah, yeah, that's the answer. It's like, no, that's not what they want. They want somebody to bet and screen. So we started morphing into full service, typical recruiting. But then our audience, at least our searches changed from being primarily auxiliary team members, front-office, back-office operations to more clinicians, associate dentist, a specialist. But then also the three categories we work in today are clinical, which are the doctors; sales, marketing, we call those commercial roles for manufacturers primarily; and then we also work on the labs from bench roles up to executive roles and all points in between. So that's really kind of the three buckets of our business. So we were founded in 2014. We celebrated ten years last year. So this is our 11th year. Yeah. Yeah, I'd love to say it's been, you know, compound growth every year, and every year has been a good year. But that's just not the case, especially in a recruiting business that is so far from up and to the right. It's more like a hold on white knuckles roller coaster. It's going to go up, and it's going to go down just by the seasonality, right? You can imagine the holidays are slow. And so you guys didn't come to hear about that. But yeah. So that's a little bit about our story. What do we also do besides recruiting. So many times I work with startup clients, not so much on the provider side, but companies, small companies that are looking to get their start and hire their first employees. So I'll help them just based on my experience in sales and operations, kind of help them build a commission plan, SOPs, standard operating procedures sales process. We've done sales process training. So those are some of the other things that we do to add value in the dental community. I like to say I'm a dental person first and a recruiter second. There's a distance there because we add value in many ways, not simply on just being a talent acquisition or recruiting firm. So, you know, just.

Dr. Noel Liu:
You guys celebrated your ten years. That says a lot because majority of the businesses in the United States, when I see a trend, half of them shut down in like five years. And then ten-year mark, I mean, that's a different ballgame altogether. And for you guys to be in that league, it says a lot. That's like adding credibility to exactly what your leadership, your culture, and your, you know, the whole operation side of things are operating at probably like full capacity, I mean, full cylinders, right? Because very few businesses, they touch that ten-year mark. So congratulations.

Keith McLachlan:
Thank you very much. Yeah. A good friend of mine, Mary Sawtelle, who runs Mary's list, she's primarily on the orthodontic side. But Mary said to me, one year, she goes, Just eke out, get to five years, just get to five years. And not that the seas part, and you'll never have any issues. But she's like, It's a big deal, Keith. And you'll start to get momentum. And she was right. So thank you, Mary. Appreciate that.

Dr. Noel Liu:
Oh excellent. Excellent. So let's go back to, I'm going to take you back in time a little bit with your Align years. Right?

Keith McLachlan:
Yes, yes.

Dr. Noel Liu:
When you were with Invisalign, number one how long were you there for? What was the experience like? What did you bring from that experience over to your business?

Keith McLachlan:
Oh, wow. Wow. So many aha's in there. So the biggest thing when we started my own experience in coming from Brasseler, which is, you know, it's for all intents a transactional sale. I mean, I'm not having to sell a concept or a new idea, but we had some new products that we had to pitch a little bit. But coming to Align, I was thinking as a consumer, not as a provider, I was thinking, this is a no-brainer idea. You have to be an idiot not to get it, right? As a consumer, what I didn't appreciate is you have to actually have the clinical results and actually do what you say you're going to do, at least from a treatment standpoint, because with the digital setup looks great, it looks awesome. The challenge was not all of the clinical results were mirroring that digital result. So that was one. And we were dealing with orthodontic specialists only and just to start. We didn't really start getting into the GP world until 2002. And so I was thinking, Hey doc, how many do you want to just convert your entire practice? And they're like, Oh, hold on.

Dr. Noel Liu:
So you're saying that Invisalign was primarily orthodontist-only when they started?

Keith McLachlan:
It was, it was. We were working with specialists only. Yeah.

Dr. Noel Liu:
Wow. I didn't know that.

Keith McLachlan:
Yeah.

Dr. Noel Liu:
Okay. That's good info.

Keith McLachlan:
Yeah, it was ortho-exclusive because not the founders so much. Because Kelsey and Zia, they were MBA graduates, you know, very, very smart people. They weren't necessarily dental insiders, but Joe Breeland, who was the original VP of sales, came from the ortho background. He had worked in traditional ortho. So he knew that if we take this product, and that was the biggest fear of most of the specialists, that he knew, that if we took this product to the GPs, we would lose all credibility with the orthodontic community. So he was very sensitive to that. And he's like, Listen, we're only going to work with orthodontic specialists. And I think in 2002, there was a class action lawsuit which essentially said, You can't do that. You can't segment your market and sell only to one channel. So again, the orthodontic community was hands up, Yeah, okay, this is exactly what we knew was going to happen. And so the big AHA's were the going from a kind of a transactional product to an idea. Many orthodontists were like, It'll never work. You hear it all over the board. So some were like, I get it, I see it. But the product was not ready for prime time. Anybody that worked back in that day knows that you had to learn how to develop a virtual treatment plan such that you would get the aligners, that would get you the good result. Whereas, it wasn't mapping perfectly digital result to clinical result. So there was some retooling that had to happen around the mid 2000s, 2006, 2007 or so, and then they started actually going, Okay, why aren't we getting this? We need to create some movements. We need to create some predictability. We need to create some different attachment sizes such that we can get the movements that. So when that started happening, we had alienated a lot of the orthodontists. But GPs were trending up because they weren't quite as particular about the results. Not to say that they didn't get good results, it's just that they were like, Oh, well, just prove what you sent me; okay, let's do this. But the orthodontists are a little more skeptical. So, and in 2007, John Morton came, and then things really changed. We got the orthodontists back on board and really had a product that is clinically superior today.

Dr. Noel Liu:
So they were the pioneers basically to get that started. So when did Align Technologies, when did these guys actually said, Okay, everybody else can do it? I'm sure they had a patent that they kind of locked themselves up right for a while.

Keith McLachlan:
Yeah. So they were founded in '98. They started doing commercial business in, I think it was October of '99 was when they shipped their first cases. So the intellectual property was all secured. The biggest ones, I mean, we had so many, and they never stopped, right? They had 68 by the time we shipped our first case. And the biggest one, the one that really sort of built a moat, was the one that you couldn't have three or more successive movements in one treatment plan. That was the one that eliminated anybody from being able to be a viable competitor.

Dr. Noel Liu:
Got it. Got it. Okay. Nice. Good to know.

Keith McLachlan:
Yeah. You saw companies coming up, Oh, you can order three and then you can order another three. Like AOA labs. And so you saw companies just kind of trying to work around that. But it was very difficult. So 2017 is when we started to see companies getting traction. The patents were expiring. But then again, new patents were in place. So every time they would come up with a new technology, they would patent it. So you can't do exactly what Invisalign does. But there are getting close. The disparities, the gap is closing for sure.

Dr. Noel Liu:
So you were with Invisalign, what; about ten years or more?

Keith McLachlan:
14.

Dr. Noel Liu:
14. Wow!

Keith McLachlan:
Yeah. 14. Yeah. Started in.

Dr. Noel Liu:
So what has shaped in those 14 years that you brought over to your business. What were some of the pros and cons?

Keith McLachlan:
Yeah. Well, I liken the sales role at Align to be consultantesque. Now, we represented a product, but in many cases, we were advising offices on closing cases; how to maximize, you know, your presentations to actually your treatment accepted. We were advising on third-party financing because we had partnerships, and we were sitting chairside, I kid you not. We would sit chairside and help offices do these full-mouth PBS Impressions before the scanning technology was there. So we were like a whole office consultant. Now, we did advise on other procedures, but yeah, we were helping offices, especially general offices, that didn't have any orthodontic treatment experience or production to really help them add another incremental production service to their patient population. So that was pretty amazing. And the orthodontists who really understood early on the marketing potential behind it, because there were, David Boskin is an orthodontist in the Bay area and one of the early, early guys who really, really understood that, Hey, if I can be an advisor to these general dentists in my area, they will do the easy cases, I can do the tough cases. So he really got it early on, and he figured out how to set up his clinics in a way that he could get that clinical result. So yeah.

Dr. Noel Liu:
So, you know, you touched a very important point because this is the sole pipeline for a lot of the practitioners, as well as offices and dentists. Because we, as dentists, we are so focused on the clinical that we forget everything else. You touched a good point that you were chairside helping them close cases, because ultimately, if you're not closing, you're not treating. Plain and simple. And the fact that a lot of people, they need to understand that part is the sales process need to be a robust pipeline process. I mean that is one of those I would say bread and butter for every single practice doing Invisalign implants, you name it. Because if that's not happening, nothing is happening on the middle or the back end.

Keith McLachlan:
Yeah. So we would help create kind of a process, like what is our, how do we message patients in the hygiene chair? How do we message patients that are restorative patients? And teaching about the benefits of hygiene to periodontal health and that combination, that systemic link there. And patients, you know, say, Hey, we can reduce less tooth structure if we do alignment before we do the restoration. So there were so many little protocols that we had helped them. Ahh, okay. I see now how I can message this to patients. So it really is.

Dr. Noel Liu:
... what your company is doing right now with consulting?

Keith McLachlan:
Yeah, it was not so much in that vein. Essentially, it's more on, okay, before you get us to help you recruit, how do we optimize your culture? How do we, in fact, I'm working on a book right now, and this is not a shameless plug, but I'm working on a book where I'm like, Make sure you plug these holes, make sure your back door is not bigger than your front door, where your team's leaving faster than you can get them in. Because while we love the business that we get from recruiting, we don't want to see you turn over good team members, right? So we just, okay, so does this person have a job description? Does this person know what their job looks like? Are they meeting expectations. Are they average or are they exceeding expectations? Are they not? So let's have some system, a handbook, whatever we need to do to have all the descriptions and what makes performance standards or what is doing my job look like. So all those little. That's how we usually advise our provider partners.

Dr. Noel Liu:
So you're doing some preliminary work prior to getting them the talent because if the talent comes in they're going to be out the back door.

Keith McLachlan:
Yeah. Exactly right. That's exactly right. And we'll check reviews. Yeah. We'll check Glassdoor, which is Glassdoor, is a review platform for current and former employees to leave feedback on their employers. So that's kind of the, it's instead of Google reviews which are patients, right, or consumers, this is a platform for employees to leave feedback.

Dr. Noel Liu:
And when you do this consultant how important is leadership in that culture? And what are your thoughts on that, and what you want to share with that part?

Keith McLachlan:
Yeah, no, it's central. And so a lot of listeners that are dental business owners are like, Oh gosh! One more thing. I'm not saying necessarily that it has to be the doctor. If that's not your strong suit, and for a lot of you, it may not be, but have somebody that is your person who sets the tone, creates the culture, and manages the execution of what you want to see in your practice. From a what do we want new patients to think of us? What do we want our old patients to think of us? What do we want to be known for? What's our mission? What's our vision? And have that person essentially execute what you want to see. So it doesn't have to be the doctor. That's one thing they don't necessarily have to do, but they have to give somebody. They have to put authority into somebody that can do that for them.

Dr. Noel Liu:
So in your bio, you mentioned something about leadership is not a destination, right? It's a journey. Explain a little bit about that.

Keith McLachlan:
Yeah. Well, because I liken it to the practice of dentistry, right? They call it practice for a reason. You're never ultimately going to perfect; you're going to practice. So leadership is much the same way. If you say, Hey, I've arrived, you see that every day in people that have these tremendous egos, that there's so much damage in their wake because of their ego. And I think that that's an example of somebody who feels like they've arrived, and there's nothing else they can learn. There's nothing else they can do. They have made it. I think that gets you to an unhealthy place. So for me, it's a daily investment, or it's just an investment in general. And continuing to learn and grow and have that ideal in place. And you may not quite get there, but that's okay. It's about the journey, not about the destination.

Dr. Noel Liu:
You know, you and I, we share the same mindset based on the fact that as we age and as we get wiser, we need to start believing in ourselves like increasing the lid, which John Maxwell puts it so well in the Law of the Lids. Right? Like you're not going to get a talent coming to work for you if your belief lid is really low, your leadership lid is really low. So like someone, and I'm sure you see that a lot, someone operating at a level four or level five, they're not getting a level-eight or level-nine talent coming to work for them. And I think that's kind of resonates with when you said about it's a journey, it's not a destination. I love it.

Keith McLachlan:
Yeah, absolutely. And the beauty is that leaders aren't born; they are made. And it's not like, Oh, well, you were just born. No, that's not it at all. I can't say that my birthright was leadership.

Dr. Noel Liu:
How would they know, right?

Keith McLachlan:
Yeah, it's something that I chose and continue to choose to do. So therefore, I feel the need to progress and learn and develop.

Dr. Noel Liu:
So, in a nutshell, if I were to were to ask you in an elevator, right, Keith, what is it that you do? I mean, you have so much areas of expertise. If I were to ask you and you put it in a nutshell, and I come to you like, Hey, I'm a new dentist, I just opened up my practice. What is it that you do that you can help me out with?

Keith McLachlan:
Well, I know it's going to sound generic, but because John Maxwell is one of my favorite authors too, I've adopted his slogan. I add value to people. Now, I get consistently, people will call me, maybe they're a dental assistant, and they're like, Hey, you know, I want to get into sales one day. I was like, Okay, where are you at right now? Well, I'm assisting, but gosh, I really want to see salespeople in our office. I feel like I can do that too. So I kind of say, Okay, well, what's going to take you, get you from here to there? What does that look like? So I'll spend time with somebody like that. It doesn't have to be somebody that I directly benefit from. You know, to me, to take another John Maxwell quote, If you help enough people get where they want to go, you get where you want to go. So to answer your question about the quick pitch, I would say, Oh, what do I do, or what do I do for a living? I usually try to make them go, Oh yeah, of course, I meant what do you do for a living. I tell people, Well, I work in recruiting. I'm a dental person that works in recruiting. Dental person; what does that mean? I've been in the dental industry for 30 years, so I'm sort of a dental enthusiast. So I have a firm where we help a place, dental people. Oh, okay. So you're a recruiter. Yeah, absolutely. Yes. So that what we do, but we do add value in many ways, is kind of how I just expand upon that a little bit.

Dr. Noel Liu:
That's great. The way I understand it is, and I'm sure many of the audience would understand, is like you're a recruiter in the central zone, but then you do the preliminary and you do the post-op. Like how you call it in clinical terms. Right?

Keith McLachlan:
Yeah. The poster. Yeah, exactly, exactly. I was just in an oral surgeon's office yesterday, and we were talking about consult surgery post-op.

Dr. Noel Liu:
And follow ups.

Keith McLachlan:
Yeah. And follow ups. Yes. Exactly. Exactly. So yeah, we liked it.

Dr. Noel Liu:
It was a great conversation. Anything you would like to add?

Keith McLachlan:
Yeah. Well, obviously, if you want to learn more about Dental Team Finder, look us up on Facebook, Instagram, LinkedIn. We'd be happy to have a conversation again. I hope I can move you from here to there. We like to add value and we do business the right way. We're not here to just, we call it the triple win. You know, we want our clients to win. We want our candidates to win. And we want us to win. So if you want to learn more about us: DentalTeamFinder.com. And hit us up! We've got social media and you can send us a message via the website as well. So we'd love to hear from you.

Dr. Noel Liu:
Great. Thanks so much, Keith. So it's Dental Team Finder, just the way it's pronounced, that's the way it's spelled, .com.

Keith McLachlan:
That's correct. Yeah. Without an s. Some people put an s on the end of finders, but it's DentalTeamFinder.com.

Dr. Noel Liu:
Love it, love it. Well, Keith, it was a great conversation. Thank you so much for joining in today. Like always, there's always room for growth. And I love what you're doing. Keep pushing my friend. And we'll definitely cross paths again.

Keith McLachlan:
Yeah, I look forward to, Dr. Liu. And thanks again for having me.

Dr. Noel Liu:
Absolutely. Well, everybody, we're going to land a plane right now. Thanks so much for our guests for joining in. Until our next episode, take care, god bless, and make sure to like and subscribe.

Dr. Noel Liu:
Thanks for tuning in to the Secure Dental Podcast. We hope you found today's podcast inspiring and useful to your practice and financial growth. For show notes, resources, and ways to stay engaged with us, visit us at NoelLiuDDS.com. That's N O E L L I U D D S.com

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About Keith McLachlan:

With over 25 years in dental industry sales, marketing, and recruiting, Keith McLachlan is a recognized leader in talent acquisition and business development. As Co-Founder & President of Dental Team Finder, he connects top-tier dental professionals with career opportunities, serving practice owners, DSOs, and manufacturers with a people-centric approach 

Keith’s career spans leadership roles in both consumables and device sales, where he has driven growth, developed training programs, and built high-performing teams. His expertise includes executive recruitment, sales strategy, and process optimization. A self-described “Change Agent”, he challenges conventional methods to create innovative, results-driven solutions.

His core values—integrity, leadership, and a can-do attitude—define his approach. Whether launching start-ups, refining sales processes, or mentoring emerging leaders, Keith is committed to setting new industry standards and empowering professionals to thrive.

Things You’ll Learn:

  • Leadership as a Continuous Journey: Understand how leadership is an ongoing process of growth and adaptation, not a fixed destination.
  • Problem-Solving and Value Creation: Learn the importance of solving real problems and providing value to clients as the foundation of building a successful business.
  • Optimizing Dental Practices: Gain insights into how culture, processes, and strategic talent acquisition contribute to a thriving dental practice.
  • Consulting and Sales Strategies: Discover Keith’s approach to advising dental practices on commission plans, standard operating procedures (SOPs), and sales process training.
  • The Role of Leadership and Culture in Talent Retention: Explore how strong leadership and a positive workplace culture are crucial for attracting and retaining top-tier dental talent.

Resources:

Categories
Podcast

Empowering Dental Teams for Long-Term Success

Summary:

What does it take to transform a dental practice from simply surviving to truly thriving?

 

In this episode of the Secure Dental Podcast, Dr. Tarek Aly, owner and co-founder of several dental organizations, talks about bridging the gap between clinical excellence and business acumen in dentistry by implementing standardized systems, strong leadership, and strategic growth for sustainable success. Recognizing the lack of entrepreneurial education in dental school, he pursued an MBA to bridge the gap between clinical excellence and business acumen, emphasizing standardized patient care and efficient systems. His philosophy centers on creating a consistent, high-quality patient experience while empowering teams and implementing structured processes to ensure growth and sustainability. Dr. Aly advocates for a clear mission, vision, and strategic planning, stressing the importance of building strong teams, tracking key performance indicators (KPIs), and securing appropriate financing to scale successfully. Additionally, he highlights the significance of work-life balance, encouraging professionals to define success holistically by nurturing family, social, and financial well-being while pursuing ambitious career goals.

 

Join Dr. Tarek Aly as he shares invaluable insights on bridging the gap between clinical expertise and business success, revealing the key strategies that drive sustainable growth in dentistry.

Secure Dental_Dr. Tarek Aly: Audio automatically transcribed by Sonix

Secure Dental_Dr. Tarek Aly: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors.

Dr. Noel Liu:
Welcome to the Secure Dental podcast. Through conversations with the brightest minds in the dental and business communities, we'll share practical tips you can use to scale your practice and create financial freedom for yourself and your family. My name is Dr. Noel Liu, CEO and Dentist at Secure Dental, and also co-founder of DentVia. I'm your host for the Secure Dental podcast, and I'm so glad you're joining in.

Dr. Noel Liu:
Hey, everyone! Welcome to another episode of our Secure Dental podcast. And today, we have a very special treat here, and we have Dr. Tarek Aly. He is a periodontist or was a periodontist. And currently, he is owner and co-founder of several dental organizations. So, without me stealing any of the thunder from him, I will let him introduce, and give a brief background about where he came from, what is he doing, and the whole nine yards in between. So, Dr. Aly, go ahead. The floor is yours.

Dr. Tarek Aly:
Well, good morning, good afternoon, or good evening, wherever you are. First of all, I am very grateful to be on your lovely and insightful podcast. Thank you so much for spending time with me today. My name is Tarek Aly, and I used to be a periodontist in a previous life and then I went to rehab and recovered. I'm joking. I enjoyed the dental world. It started with my parents wanting me to be a doctor like them. And if you know anything about Egyptian parents, you don't negotiate with them. They say you got to be a doctor, and you say, I, captain, I will be a doctor. And then later I really fell in love with the profession. It's such an amazing profession. You make a difference in people's lives every day. I wasn't a big fan of the clinical world. I was more in love with the marriage between the business and the clinical, how to make an impact in so many people's lives and not just the patients you see every day. So, I started building and buying dental practices. I co-own about 94 dental offices between multiple DSOs built and bought multiple practices over the years. I'm also a coach, and I'm very involved in the DSO space. You'll see some of my work out there, and I'm very grateful to be here with you guys.

Dr. Noel Liu:
I love it. So, when did this dental journey of yours start? Let's take us back in time. When? Before pre-dental school.

Dr. Tarek Aly:
Yeah. So it started actually in Egypt. I grew up in Egypt, and I went to dental school in Egypt. And I realized how much of a difference we actually do as dentists in people's lives. It's not just a healthy smile. It's a lot more than that. And that that difference is what you make in people's lives have really impacted me to a deeper core, which I made it a mission to impact as many lives as I possibly can. And that's where the dental journey started.

Dr. Noel Liu:
Got it. So you were a dentist in Egypt then, before you came here, correct?

Dr. Tarek Aly:
That's right. Yes. I was a dentist in Egypt first, and then I came here. And after I've done my board exams and all the fun stuff, I started the business journey after an MBA, and a CVA, and a bunch of useless business degrees. I love that marriage between business and dentistry. It was such a lovely journey.

Dr. Noel Liu:
So you came here, and then you went to dental school again, correct?

Dr. Tarek Aly:
Yes, I came here, did my board exams, and then I realized, is this really what I want to do is to be in the chair? I thought it definitely makes a difference, to be more impactful, to impact a lot more lives than just the patients you see every day. As a dentist, you can impact ten to 20 to 50 patients a day. But as a, scaling up your business and scaling up your dental practice or practices, you can impact 200, 500, 2000 patients a day.

Dr. Noel Liu:
Love it, love it. So, from dental school, you became a periodontist. And then from there, what made you decide at that time that, hey, you want to get an MBA done, and then you want to do the business side of dentistry? How long into the clinical world? Like you would say, roughly about, what, a few years, a decade?

Dr. Tarek Aly:
Yeah. About 4 or 5 years is when I realized that we are lacking so much in entrepreneurship coming out of dental school. Oh, they teach you how to be an amazing clinician, but you really don't know how to run a business. You don't know how to read a PNL; you don't know how to do marketing. You don't know how to actually be a leader in your organization. In dental school, you're working solo, impacting that specific patient, but you don't know how to work with assistants. You don't know how to work with front office. You don't know how insurances work. You don't know the holistic approach. So, I realized that there's so much to learn, and we only know a sliver of it.

Dr. Noel Liu:
So is that why you went and did your MBA after you became a dentist, or was it, were you done it before?

Dr. Tarek Aly:
Yes. I was always a big fan of business and understanding the bigger picture. But then I realized that we are so defective in the business world and the dental community. And that's when I thought, hey, what about an MBA?

Dr. Noel Liu:
I love it. So tell me something real quick. You said something about scaling, right? And we're going to fast forward into a little bit about the current situation. Why scale? I mean, like one of the aspects, you said that yes, you want to affect patients' lives, right? But you got to have a bigger why of taking up so much challenges and so many of those entrepreneurial, sleepless nights. Why scale, in your opinion?

Dr. Tarek Aly:
So, scaling, there's a lot more aspects to providing quality of care. When you are in your practice, seeing patients every day, I can guarantee you that the patients have different experiences, different times of the day, and different days of the week. Not every patient that walks in your door has the same exact experience. Monday morning patient could have a different experience than the Friday afternoon patient. And that comes because of a lot of other factors like your moods, your front office person's mood, your dental assistant, how to fight this morning with their spouse, so their patient experience is different. So, how to create consistent patient experience on a scale for every single patient? You treat every patient like they're president of this country. You treat every single patient like your parents or your family members that are coming, and you want them to feel proud of you, the work that you're doing. So you treat every patient like extreme VIP. How to create that experience on a bigger version for every patient. That's what scaling is about.

Dr. Noel Liu:
And what is the mindset behind it? Like when you are doing something like that, the task is so big at hand that it really becomes almost people think in their minds like, hey, it's so impossible. I can do it in a single practice. But how do I replicate into 94 practices?

Dr. Tarek Aly:
It's definitely hard. I'm sure you've heard the term standard of care. Well, big newsflash, standard of care is never standard. There's always these discrepancies. Do you know that 150,000 Americans die each year in surgeries? And do you know that 75,000 of them, 50% of them die because of avoidable human errors? Things like someone didn't wash their hands properly, or they brought the wrong blood type, or they didn't do an allergy test before. So we think we do the same. That's why we have checklists and systems and processes, and that's why industries like aviation and construction have a very high accuracy rate because they have standardization. So it is hard, but it's doable. We can learn from other industries. And I can guarantee you today, if you do mystery shopping and go to any dental office, not just one location or 5 or 15 or 20, even in just one small practice. Standard of care is not standard, and we have to work constantly, day in, day out, to standardize that care.

Dr. Noel Liu:
You said you're a pilot, too, right?

Dr. Tarek Aly:
Yes, I fly, and I love aviation. It's a miracle in our time.

Dr. Noel Liu:
Who would know better than you what a checklist would be, correct.

Dr. Tarek Aly:
I love checklists; I have checklists for everything. Yes.

Dr. Noel Liu:
No, I love it, I love it. So, in terms of mindset, now I want to get a little bit deeper in your head when you are managing these practices. Number one, like a lot of people ask, is when they're coming out of dental school. They're like, hey, I want to I want to open up a DSO, and I want to do like how the DSOs are doing. I want to own multiple practices. What's your experience and your take for guys like these that you know, who just want to rush out of school and just get into dentistry and not having anything in terms of business, right? And they just want to open up practices. What is the mindset behind you that what you did in your experience and what would you tell for a younger generation that wants to come out and do the same thing?

Dr. Tarek Aly:
Well, first of all, we have to celebrate that ambition. A lot of times, I see leaders in the community putting down these thoughts and saying, hey, you can't do it, or it's hard, or it's doable. The ambition is admirable. Let's keep that fire going. First step is the mindset. Then second is it's okay to realize that we are defective. A lot of times I look in the mirror and I say, you suck and it's okay to suck. It's fine. We don't have to know everything. We're definitely don't know everything. And it's okay to suck. But what's not okay is to keep sucking and to not improve, right? So, step one, the mindset. Let's have that ambitious, optimistic, I-can-do attitude. Step two is it's okay to realize we are defective. There are so many things we don't know that we need to know. And then let's say you want to start a DSO or you want to want to start a business. First ever step you need to do is the mission, the strategy, the mission, vision, core values, objectives, and goals. That's the first step. Why do you want to do this? How are you going to do this? What's your core values? What are your objectives? Objectives can be like, hey, I want to be the best employer in town, or I want to see that many specialties, or I want to serve this many patients, or I want to have $10 million when I buy the term by the time I turn this old. So, let's set this clear. And I know it sounds cliche and everybody talks about, oh, you got to have your mission. It is very essential and a key component. Step one: mission, vision, core values, objectives, and goals. Step two, well, you got to have the know how to do that right. So, we have to create processes and systems. What am I going to do? What's the patient experience going to look like? Do you have a patient experience checklist? When a patient walks in the door, do you have a checklist that tells you exactly what you're going to be doing? Do you have a team member checklist for every single team member to tell them what to do? Do you have your KPIs and all the metrics to assess the health of your systems and processes? Step three: build a strong team. You're not alone. We're never going to do everything. You have to have a strong team even stronger than you are. A good leader has a stronger team than even themselves. Then five, so mission, vision, objectives and goals, systems and processes and standardizing them, building a strong team, track the KPIs, and then, secure financing. Because remember, it's not going to fund itself, right? You're going to have to fund it somehow. It's not we don't live in a dream world. We live in reality. And if you don't have the money to fund it, well, guess what? It's just going to be an idea in your head, and you will live and die with that idea without it being materialized.

Dr. Noel Liu:
So for funding, what is the best strategy? Like, there are so many avenues out there, right? And number one, everybody picks bank debt. First and foremost, would you ever decide into doing like a fundraising or maybe capital raising or something along those lines where you get like some equity firm involved, or would you just strictly stick with friends and family and banks?

Dr. Tarek Aly:
So there's no right or wrong answer here. The answer, it depends. So if you, let's say, you and I are going to start a DSO together to have ten locations with five different specialties in two different states, we're going to approach funding completely different than if we're going to do one location, let it grow and prosper, and then build the second location, or buy it and let it grow and prosper and so forth. You can do self-funding. You could do bank funding, you can do private equity. All that depends on the mission. For first-timers, those who are starting fresh work for a few years as an associate, build some cash reserves, learn the know-how, work on your mission and all the systems and KPIs. And then you can go to the bank, and they will gladly lend you based on your debt to income ratio and all that fun stuff. Your covenants.

Dr. Noel Liu:
How is one practice versus like having a mindset of opening up multiple practices, and why different?

Dr. Tarek Aly:
Yeah, so it has to do with your mission. So for me, for example, I wanted to have the highest amount of impact on so many communities in the lowest possible time. I've realized some in some cases, we had patients that didn't even have shoes, and they barely had enough means to come to the practice. And in other cases, they were in high-end communities where they can afford all the treatment. So, I realized that if I'm going to make an impact, I really needed the scale or the volume. That was my mission. The mission is let's impact as many people as we possibly can. Others are different. Some of my friends are more on the higher end stuff. They want to do the big cases, the implants, and all that. Some are more of the transformational thing. I want to take patients from zero to hero. So it depends for scale. To answer your question, I think the most important piece here is once you define the mission and how you're going to do this, how are you going to fund it makes a big difference. So now you may need to go to a private lending. Finding a private equity group or whatever it is private money because they will be less inclined to be sticklers with your covenants and more believing in your mission. It's kind of like.

Dr. Noel Liu:
Selling a dream, right?

Dr. Tarek Aly:
That's right. Yes, they believe in your dream, so they would be more inclined to take the risk with you.

Dr. Noel Liu:
Love it. So as we start our journey, we are first entrepreneurs. We put everything on the line. We spend our last dollar, right? We have those sleepless nights. Then we transitioned to becoming an operator where we are the ones who's treating patients clinically, and we are on the chair. If we're not on the chair, we are not making any cash flow. And then from there, I think about it this way. Like from there, then you would transition to becoming owners, where now we have associates working and then we become owners, right? And from there, I think another transition after that would be becoming investors and being completely out of it. So, with your expertise, is there like a goal or a timeline where one needs to proceed in order to scale? Because many of our dentists, we get stuck into the operational area, and we never seem to get out of it, right? And we are always trying to micromanage every single thing. So, in order for us to scale, there's no way we can be on the chair and managing and doing the whole thing. How would you differentiate that, and how would you set it aside, like with people and processes? What would you do?

Dr. Tarek Aly:
Yeah. So, going back to the mission, if my mission is to actually get off the chair and be a CEO of the DSO. Then there's a path to that. And that path, believe it or not, is well-defined. We just have obstacles to towards it, but it's well defined. Let's say my mission is to have five locations within a two-hour radius to serve three different specialties. Certain patient demographic. Certain PPO to cash mix. I have it clear in my head. First, I work as a dentist. I am delivering the care myself. I am very well aware of the micro level of patient care and the macro level, because, at that time, you're in the beginning. When you're 1 or 2 locations, you're still doing almost everything. You're the CEO, you're the clinical director, you're this dentist, and you're the conflict resolution guy. You're everything. And then there's going to be this shift between, it's a paradigm shift between the operator to a business owner. You're still a business owner, and you still have that mentality, but you're distracted. You're working eight hours a day, you're you barely have a life, and your kids are asking, like, hey, why did dad didn't come to the baseball game? So you're all these things, and at some point, you're going to have to make that transition to get off the chair. And the reason they're the biggest obstacle to getting off the chair is financial. Most dentists are high-income earners. They make good money being on the chair. So, to get off the chair now, they go from making X, from being a dentist to making Y, being a business owner, which is 10% to 20% profit from the office. So there's this drop financially. And that's the biggest reason why most dentists don't get off the chair. And believe it or not, there's a program or there's a path to get you off the chair slowly without necessarily impacting your financial well-being.

Dr. Noel Liu:
And that's where I think you say like scaling comes in, that you got to scale at that time.

Dr. Tarek Aly:
If the business is making profits and it's healthy and it's growing, there's going to be a little bit of a dip, but it's not going to be that big of a dip if it's running well. And now you can be a true CEO. So, let me share something real quick about my journey for the fact learning about success. I didn't understand what success means because coming from Egypt in the Eastern world to the Western world, whenever you ask someone in America what constitutes success, why does, why do you think this person is successful? Immediately they're going to start thinking about financial stuff like, oh, cars, houses, whatever it is, right? Because I think that's typically how people perceive success. What I realized is from observing different cultures, there is six factors to life success. There's family life, there's love life. There's health and fitness, mental and physical. There is social life, spiritual life, whether you believe in something or you don't, whether you practice religion or you don't. And there's reasonable financial prosperity in each one of these have KPIs. So we focus a lot on the material financial success and think, this is it, but you're disregarding your, exactly. Your kids are not going to be five anymore. Your wife is not going to wait on you to have that date while you're finishing up with patients, and your friends that are always inviting you to stuff are going to stop inviting you to stuff because you never show up. They call you, and you never show up. So you're like, you know what? I'm not going to call you anymore. So factoring all that, you're going to realize, hey, I really need to get off the chair sooner, I really need. It's okay if I take a little bit of a financial dip, but I'm going to get off the chair, scare my business, and I will have a better holistic life so that I can call success.

Dr. Noel Liu:
So, with the multiple tenets that you consulted in the past, what is there a certain kind of personality that they will do that? Or is it something? Is there a trend, or is there like a process that you that anybody can do?

Dr. Tarek Aly:
What I noticed those who are clear on the mission and have the willingness to pursue it, are the ones typically that reach that goal easier. So studies have shown that those who have a goal tend to get closer to it than those who don't. So let's say someone wants to lose weight or want to run a marathon or whatever it is. Those who have the goal set are closer to achieving it than others.

Dr. Noel Liu:
So, when somebody is starting off, should they always have like a location number in mind or like an EBITDA number in mind, or like a revenue number in mind, or should they just start and see where it goes? What would be your take on it?

Dr. Tarek Aly:
Absolutely. It costs nothing to dream. It costs nothing to put a goal sheet together. It costs nothing to do a vision board. You can laugh at it in the beginning when you're like, oh no, I'm just, I just graduated. How in the world am I going to have ten locations? Yes, you can make fun of it. You can laugh at it, but that goal sheet you're going to look at five years from now and say, I am so glad I did this. I'm so glad I did this. You tend to overstate or over-believe in your one-year goals, and you tend to understate your five-year goals. You're always going to crush your five-year goals, but most likely, you're going to not meet your one-year goals. So be realistic, but also dream, and you will get closer than those who didn't.

Dr. Noel Liu:
I love it, I love it, and I got a last question for you, right? It's about a lot of people talk about work-life balance, right? And for me, it's always been like, as we are doing our offices, it's always about work-life priorities at that time. Like what's your priority? So I know a lot of times like you just mentioned, I've neglected my kids, I've neglected my friends. And it's hard, right? And as an entrepreneur, you're, like, always hustling and bustling. What's your take, and what's your advice?

Dr. Tarek Aly:
So, I created a spreadsheet with a checklist and KPIs.

Dr. Noel Liu:
I love it. You got a checklist for everything.

Dr. Tarek Aly:
Exactly. And I called it Factors of Life success. And I actually put these parameters in there. Family life. What does that look to me? How many times I see my parents? How many times I call my family? Love life. How many dates have you gone with your wife or partner without kids? How many gifts have you given them? And when you look at others, like social life, I have a chess club that I, chess group, aviation group, kayaking group. What I call the deep thinking group or the investor group. So, do you prosper and nourish these relationships and the reasonable financial prosperity, which is how much am I making passive income? How much am I making passive income? What's my borrowing power? What's my net worth? And I and I put the current status versus the ideal case scenario, and with steps how to get there. That was the way I did it. I'm not saying that I highly recommend this to everybody, but it worked for me.

Dr. Noel Liu:
I got to give it to you. You own. You are like co-founder and owning so many different practices. Then you have consulting business, and you are a dad with triplets. It's like when I think about it, I'm like, hey man, I want to grow up just to be like him.

Dr. Tarek Aly:
Well, my triplets are for sale. Buy one, get two, free shipping. I have checklists at home with KPIs and everything.

Dr. Noel Liu:
No, exactly. So, what kind of service do you provide as a DSO consultant?

Dr. Tarek Aly:
So one of my businesses is a consulting business. So, we, with Charles Moser, we have this group called the Dental Science Alliance. And it's basically multiple coaches, 20 coaches in multiple disciplines of dentistry. So with a subscription-based.

Dr. Noel Liu:
Is that launched now?

Dr. Tarek Aly:
It is launched, yes, and it's active. And we have, by the way, we have 100% retention rate. So all of our clients are stayed and are happy. Basically, they sign up, and they can they can have sessions with multiple coaches, HR, IT, procurement, compliance, operations, whatever it is. So that's one of them. There's another also company called the DSO Academy, which is an online platform for courses. So they, a member can join in, and they can take courses online. Are they multiple different ones? So there's operations. There is HR. There is things about clinical, just conversion rates and things like that. Closing cases. Also, different experts in the field and the really the quality of the courses are really good, like it's masterclass ...

Dr. Noel Liu:
Nice. Nice. Now, is that something you founded as well?

Dr. Tarek Aly:
Yeah. Co-founded with Gary Bird. Gary Bird is my partner. Amazing.

Dr. Noel Liu:
..., right?

Dr. Tarek Aly:
Yes.

Dr. Noel Liu:
Yeah. Okay, good.

Dr. Tarek Aly:
Yes. Fantastic human.

Dr. Noel Liu:
No, I love it. I just love the energy that you have and that you bring to the industry. It's such an amazing feeling, like just talking to you. It's like I know you for, like, years, and it's amazing. You've got an amazing personality. So, hey, Tarek, lastly, anything you would like to give, like a tip or a takeaway for our young dentist?

Dr. Tarek Aly:
Yeah. So, mission, vision, core values, objectives, and goals. Always have goals. Dream big. Two is invest in yourself. Be a good leader. There's no way you can get, can grow in life without being a great leader. Work on work-life harmony. I don't call it work-life balance because they're not always equal. Work-life harmony and make sure that you go towards your goal every day. And remember, education is everything. There are some amazing books out there. Go to DSO conferences or go to dental conferences. Read books. Network with those who have gone your path, and you'll do amazing. Believe in yourself.

Dr. Noel Liu:
I love it, I love it. Tarek, if you don't mind, I would love to have you back again like later on in the future.

Dr. Tarek Aly:
Absolutely.

Dr. Noel Liu:
You have so much to share. So amazing. Thank you so much for coming on.

Dr. Tarek Aly:
Thank you so much for having me. Thank you.

Dr. Noel Liu:
Well, ladies and gentlemen, we're going to be landing the plane now. So again, appreciate Tarek coming along out of his busy schedule. And make sure to like and subscribe. And we'll have the link for him for his DSO Academy as well as the Dental Health Alliance. And if you have any questions, hit me up. All right. Thank you very much.

Dr. Noel Liu:
Thanks for tuning in to the Secure Dental Podcast. We hope you found today's podcast inspiring and useful to your practice and financial growth. For show notes, resources, and ways to stay engaged with us, visit us at NoelLiuDDS.com. That's N O E L L I U D D S.com.

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About Dr. Tarek Aly:

Tarek Aly is a versatile professional who combines his background in General Dentistry and Periodontal Surgery with a robust foundation in Management and Leadership.

A graduate in Dentistry from Alexandria University in Egypt, he holds a graduate certificate in Periodontics & Oral Medicine from the same institution and a Diploma in Sales & Marketing from the American University in Cairo. Furthering his education, Tarek earned an MBA from Stephen F. Austin State University in Texas and obtained a CVA certification from the National Association of Certified Valuation Analysts.

With a wealth of experience, Tarek specializes in Dental Support Organizations platform development, Mergers and Acquisitions (M&As), Business Valuation, and Dental Organizations Management. He has authored three publications and is actively working on a book focusing on the management of dental practices and Dental Support Organizations (DSOs).

Currently serving as Partner / COO of Guardian Dentistry Partners (160 dental practice locations), Co-founder of Modern Smiles (10 dental practice locations), a Partner at Community Dental Partners (82 dental practice locations), the Co-founder of OrthoDent Management LLC (12 dental practice locations), and President / Founder of Precision Advisory LLC, Tarek is deeply involved in the leadership and growth of various dental organizations.

In addition to his roles in the dental field, he is a public speaker and an active participant in Toastmasters International.

Things You’ll Learn:

  •  
  • Dentists must embrace both clinical excellence and strong business acumen to build a thriving practice.
  • Effective leadership involves delegating tasks to the right team members, allowing dentists to focus on patient care and strategic growth.
  • Growth requires a clear vision, operational efficiency, and the ability to adapt to industry changes.
  • Leveraging modern tools and systems can streamline workflows, improve patient experience, and enhance profitability.
  • A proactive, growth-oriented mindset is essential for overcoming challenges and achieving long-term sustainability.

Resources: