Tune in to our podcast series: The Dental Board Room
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Pull up a chair in The Dental Board Room

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Our podcast series, The Dental Board Room, is designed to keep you in the know with expert-driven interviews on the latest industry news. 

Tune in to our episodes below!
Why Your Marketing Campaigns are Falling Flat
In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of the most misunderstood drivers of practice growth: marketing offers. The conversation goes far beyond “$99 new patient specials” and explores what truly makes an offer effective in today’s […]
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2026 Q1 Financial Market Update: Iran and Your Investment Portfolio
In this Episode  of Dental BoardRoom Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market resilience. The discussion explores how global conflict, particularly disruptions in energy supply, can ripple through inflation, […]
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Who Owns Dentistry
In this episode of the Dental Boardroom Podcast, Wes Read continues his analysis of the ADA Health Policy Institute 2024 study, focusing on one of the biggest shifts in modern dentistry who actually owns the industry today. This episode dives deep into the rise of Dental Service Organizations (DSOs) and compares them with traditional private […]
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Is Dentistry Struggling?
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, breaks down fresh data from the ADA Health Policy Institute (2024–2025) to uncover what’s really happening inside the dental industry. While many dentists are earning less despite working more, rising overhead, stagnant PPO reimbursements, and economic pressure […]
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Strategy, AI, and the Future of Dental Education
In this episode of The Dental Boardroom Podcast, host Wes Read talks with Matt Coggin about how dental education is evolving in today’s fast-changing healthcare landscape. They explore how dentists can stay competitive through continuous learning, team training, and effective communication, while navigating challenges like staff turnover, AI integration, and the rise of DSOs. The […]
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Six Mistakes that Can Lead to Operational Misery
In this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental practices, Wes explains how strong clinical skills alone aren’t enough to build a sustainable, profitable, and stress-free practice. He […]
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The Executive Session – Scaling Without Utter Chaos
In this episode of The Dental Boardroom Podcast, host Wes Read is joined by Megan Shelton (Shelton Solutions) and Michael Anderson (co-founder of Wondrous) for an in-depth executive session focused on one of the most challenging stages of practice ownership: scaling without creating chaos. The conversation explores the concept of “No Man’s Land” the phase […]
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2025 Q4: State of Dental Industry (ADA Report)
In this episode of The Dental Boardroom Podcast, we take a deep dive into the Q4 2025 State of the U.S. Dental Economy Report from the ADA’s Health Policy Institute to understand where dentistry stands heading into 2026. Using AI-powered analysis, we explore how dental practices are navigating rising costs, staffing shortages, flat insurance reimbursements, […]
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Financial Mistakes – Retirement and Investments
In this episode, Wes Reed continues his series on common financial mistakes dentists make, focusing on retirement planning and investing. He explains how poor decisions around 401(k) plans, defined benefit plans, debt management, and private investments can significantly impact long-term financial success. Wes breaks down how the U.S. tax system works, why retirement accounts are […]
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Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
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