Have you ever wondered what running an orthodontic practice and Disney World have in common? Dr. Jason Kaplan shares how the legendary customer experience principles from Disney can enhance orthodontic care, improve patient interactions, and create a standout practice.

Dr. Kaplan also shares his personal experience with Smile Doctors, debunking common myths about OSOs and DSOs, and discussing the benefits he’s seen in his practice.

Beyond the business side, he explores the importance of financial wisdom, why you should give to your family while they need it, and the joy of spending on experiences rather than just accumulating wealth.

We also talk about gratitude, fitness, and how taking care of yourself first leads to success in all aspects of life. If you’re looking for ways to level up your practice and your mindset, this is a must-listen!

🎧 Hit play now and discover how to build a fulfilling life and career!

Key Takeaways

Introduction (00:00)

Dr. Kaplan’s journey into orthodontics (00:41)

Myths about OSOs & DSOs (06:06)

The value of retirement planning & generational wealth (15:22)

Applying Disney’s customer service model to orthodontics (27:27)

Gratitude and its impact on business & life (39:04)

Dr. Kaplan’s fitness transformation and its benefits (44:46)

Additional Resources

📚Books Mentioned

- Die with Zero by Bill Perkins: https://www.diewithzerobook.com/welcome

- Lessons from the Mouse by Dennis Snow: https://www.amazon.com/Lessons-Mouse-Applying-Secrets-Organization/dp/0615372414

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- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/

- For more information, visit: https://orthopreneurs.com/

- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

For years, I’ve been teaching orthodontists about case acceptance, and I can tell you one thing with certainty: trust alone won’t get patients to say yes anymore. Gone are the days when simply being a doctor was enough to get patients to start treatment.

So, what’s the missing piece? You need a closer. Whether it’s you or your treatment coordinator, someone in your practice must have the skills to turn interest into commitment. Sales isn’t a dirty word but an essential skill to grow your practice and help patients.

A soft, ethical sales approach is what separates thriving practices from those struggling with low acceptance rates.

In this episode, I break down how to create a high-converting patient experience, how to assess your team’s sales ability, and why recording and reviewing your case presentations can transform your acceptance rates. If your practice is bringing in leads but not converting them, you can’t afford to miss this.

🔥 Want to get your case acceptance into the 80-90% range? Listen in, and let’s make it happen.

Key Takeaways

Introduction (00:00)

Patients won’t start treatment just because you’re a doctor anymore (00:41)

You need a closer in your practice (01:23)

A soft sell is moral, honest, and absolutely necessary (03:01)

Are you at 80-90% case acceptance? If not, here’s why (05:08)

If you don’t close, your marketing is wasted money (05:25)

Additional Resources

- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/

- For more information, visit: https://orthopreneurs.com/

- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

Most ortho practices are stuck posting the same boring content - braces debonds, generic team photos, and outdated trends. But you could actually engage your audience, grow your brand, and bring in new patients using your social media.

In this episode, I sit down with Brooke Bruneman, a former dental assistant turned dental student who still remotely manages social media for our practice. She shares the insider strategies that make orthodontic content go viral, including how to spot trends, use TikTok duets and stitches, and create videos that actually get shared.

Brooke’s insights are packed with actionable tips that any orthodontist can implement immediately to stand out in a crowded digital space. If you’ve struggled to get traction on Instagram or TikTok, this episode is a must-listen.

Hit play now and improve your practice’s social media game!

Key Takeaways

Meet Brooke Bruneman (00:32)

Lessons from Disney to Ortho (07:19)

Do not hire solely for skills (11:46)

How Brooke manages our social media while at school (16:15)

Trends and social content creation strategies (22:06)

Social media management tips for an ortho practice (29:40)

Additional Resources

- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/

- For more information, visit: https://orthopreneurs.com/

- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs