Episode 17 – The Success Series | Why a Boutique Dental Practice Needs a Boutique Marketing Partner

When a practice already excels at patient experience and clinical excellence, what does it take to go even further?

In this episode of The Success Series, Dr. Lee Brown sits down with MaryAnn and Cassie from Consultants in Dental Aesthetics,Dr. Landry’s high-end, boutique practice in Texas, to talk about what happens when a marketing partnership truly feels like an extension of your team.

You’ll hear:

  • How MDA helped an established premium practice uplevel even further
  • Why personalization and responsiveness matter more than cookie-cutter marketing
  • The impact of PatientCaptureNow and automation that supports, not replaces, human touch
  • How collaboration, customization, and shared values built trust and measurable growth
  • Why treating marketing as an investment, not an expense, changes everything

💬 “It’s not just marketing—it’s a partnership that moves us forward.”

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We really saw an opportunity to uplevel
ourselves. MDA always goes back to the

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table and the drawing board and then
comes back to us with, hey, we talked

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about this. It's not even related to X,
Y, and Z, but this is our suggestion. I

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mean, they're always just so open and
receptive. I think that my dental agency

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really ensures that we maximize the
potential and the efficiency of the team

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as well as ensuring that we put out a
stellar product for the world to to meet

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us through these vehicles first before
they pick up the phone.

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Hey everybody, uh this is Dr. Lee Brown
and I am super excited to have Maryanne

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and Cassie here with us. Um they have
been working with my dental agency as

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well with us uh for for about how long
now guys?

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Cassie, when did we sign the contract?
Do you um was it about a year and a half

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ago or a year?
I think it was a little over a year ago.

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Yeah.
And we actually had met them at a

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conference. And so, um, you know, we we
were really kind of pretty established,

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but when we were we love our website
that we had previously. And so, we

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really wanted to make sure that if we
were going to make a change, we were

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making a change for the better, not for
something parallel. And so, I think

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we'll get a little bit more into depth
as to how the relationship developed and

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why it built our trust to to make that
move.

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Awesome. This is going to be great. And,
you know, knowing a little bit about you

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guys and your practice, um, and I got to
brag on you here. You guys are what I

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would consider high-end premium, you
know, not only in terms of the dentistry

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you provide, but the service and, uh,
that that boutique level that you have

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for each for each patient. So, for you
guys, like you said, you're not looking

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to stay the same. You're always looking
to level up. So, as you're looking at a

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partner to help with marketing, how do
you guys kind of evaluate that and

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decide like, okay, is this the right
partner for me versus just like another

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vendor who's going to give me cookie
cutter stuff?

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Well, I'm going to let Cassie speak to
some of that, but I want you to know

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also the position and the practice that
that we hold, right? So, I'm the CEO of

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Consultants in Dental Aesthetics, and
I'm also like the CVO. So I'm like the

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practice visionary. So I'm the chief
visionary officer. So I'm always looking

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to move us forward and to be able to get
the team to see, you know, the forest

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through the trees. And then Cassie, why
don't you um introduce your role and

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what you do and how we partner to find a
good marketing change.

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Yeah, absolutely. So my role is I'm the
director of business administration. So

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um a lot of different hats, but
essentially it's ensuring that

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Maryanne's vision is coming to life
within the office. as far as like

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patient care um the concierge level of
service that the business team is

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providing to the team members. And so
when we were at the DST Dental Success

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Today conference and um Jackie and Sean
were up on stage, you know, like

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Maryannne stated, we already had a a
relatively strong marketing campaign. We

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had a very strong website. Um Maryanne
has done um wonders with our marketing.

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And so like she said, when we listened
to their um presentation, we really saw

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an opportunity to uplevel ourselves. And
for me with my business team, I saw a

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lot of opportunity where it came to
automating different sort of surveys and

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leads, not to automate and get rid of
the personal touch, but to assist my

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team and being more efficient in
creating those relationships. So, that's

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what I was really excited about when I
listened to Jackie and Shawn up on

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stage, but also just their
intentionality with how they operate

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their company as well as well, excuse
me. It just really seemed like a lot of

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um value overlap and it was really
exciting.

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We had um we were losing the personal
touch with our web host before and so

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when we were making this decision we
have worked with um virtual employees if

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you will and they can be extremely
beneficial. So when we met Jackie and

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Shawn and their team at my dental agency
we really feel like we have more of an

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extension of our team. So they're
extremely responsive to our needs and

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then they also give us feedback. So,
they're honest with us, too. They're not

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just really into it for business
standpoint, but I think that we have um

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a really good synergy in regards to they
want to customize everything for us. So,

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it's not a cookie cutter
onesizefits-all, and that's really

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important to uh Dr. Landry and to Cassie
and my vision in setting us apart. you

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know, we really do feel like we're a
category of one and we're not um

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necessarily like apples to apples and uh
we just always want to be able to

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challenge ourselves, but then also to
make sure that um our message is out

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there for the world to to to find if we
are a good fit for them and um we can

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make better patients together. So, it
really turned out to be a good decision

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for us. it was a an investment but you
know if you do not invest in quality if

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you do not invest in um resultsoriented
things well that's what you're going to

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get. So, um, we we are comfortable with
the decision, but we're always even

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between my dental agency and ourselves,
always tweaking things, always getting

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things a little bit different, a little
bit better, and inventive.

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Just I love hearing your guys's
perspective on how you approach things,

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right? It's it's an investment. This is
not an expense. And if you are not

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moving forward, you're going backward.
And and your guys approach is, you know,

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what's made you successful so far. and
it's why you guys just keep reaching uh

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those next levels. It's just it's cool
to hear. I hope other people just soak

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that in because it's going to bring them
success too. Um I was using the word

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premium before uh in regards to you your
practice and so anyone that you bring in

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as as a partner has to be at that level.
Are there some specific I tangible

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things or was it just a feel um as far
as like what was going to help my dental

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agency kind of take that stuff to the
next level for you guys? I see Cassie

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nodding her head. I'll let her speak to
that.

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Thank you. Um I think one of the
tangible pieces of their organization is

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I personally love patient capture now.
Um we utilize it in our office every

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single day with our website chat with
new patient inquiries. um patients

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needing to contact us for whatever
reason, our implant survey, uh recording

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our calls, and also getting feedback
from my dental agency on how are the new

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patient call sounding. And I think like
what Maryanne was saying, there's a lot

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of the customization to how we util
utilize patient capture mount and how we

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utilize um MDA. And so that's one
tangible or a big tangible that I have

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just really felt fell in love with and
it's created a lot of efficiency within

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my team for sure.
You know, we're we're going through the

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process too of you know when you build a
practice you you have to morph right and

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you have to right size. So, we've really
been getting to the right size for um

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efficiency and streamlining and I think
being good stewards of our resources,

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primarily our team um and that of course
our our finances, but I think that my

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dental agency really ensures that we
maximize the potential and the

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efficiency of the team as well as
ensuring that we put out um a stellar

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product for the world to to meet us um
through these vehicles first before they

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pick up the phone, before they want to
do that. And sometimes people don't want

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to pick up the phone, right? So, they do
like the automation and some of that

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responsiveness to to kind of get to know
us. But if we can put our um living

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colors out there through our website or
through targeted ads and those types of

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things, then people can feel the culture
and then they can build the trust. And

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so they've been very helpful with us in
making sure that when we do quarterly

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campaigns or when we're doing our
targeted ads um that they're they're

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meeting our needs and um they have great
suggestions for us too. So it's not like

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it's a it's a a I would say is a really
good win-win of uh collaboration.

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It's it sounds um you know if kind of
just a fly on the wall hearing it and I

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totally agree. It's much more like
partnership versus like, hey, we happen

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to work with this company. It feels like
they've taken the time to understand who

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you are, what your vision is, ask those
questions, and then just kind of fit

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your needs instead of just throwing
stuff at you and being like, "You guys

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should do this."
No, it's true. And the the other thing

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is too, a lot of our experience with
previous web host or they weren't really

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full service marketing, they weren't
multiaceted. They were really like,

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"Okay, we'll do some SEO and we'll host
your website and then we're going to

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send you like a dashboard with
statistics and for me that just like

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what am I looking at?" So, they really
make sure that we talk through the

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different things. Of course, there is
the dashboard, there is the analytics,

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but they make it make sense for somebody
who it's not their 100% their focus or

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their their expertise, right? So they
make that make sense and put it more on

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a personal level. So and they're always
available if we need to like talk to

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Jackie or Shawn or to the support
people. They make sure that they are

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available for us um to have those calls.
No, no matter is too small or too great

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and um they really reward engagement and
that's what we want with our team

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members is to engage with their
patients. So, it's kind of like role

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modeling the behavior of how our team
should be as well.

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So, well said. And you know, you guys
clearly run your practice, you know,

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like a business. And I mean that in such
a great way, right? You understand

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different roles, different ways to think
about it. Just the fact that you've

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identified a role in a dental practice
as a CEO is so smart because you always

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have to be working on the business,
which allows the doctor to work in the

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business. Um, which is so great. And you
guys, I'm sure, have all kinds of cool

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ideas that come up. And how do you feel
um my dental agency responds to some of

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those ideas? Cuz I I can't think of
anything now, but I'm sure you guys have

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some just awesome stuff that you're
like, "What if we do this? What if we do

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that? How does that get incorporated?"
Yeah. Well, you know that we do we come

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up with ideas like we have a hero
campaign that we work on. So, we really

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love um our local law officers as well
as our teachers as well as our veterans.

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And so we customize um to that group and
so they embrace that. We partner with

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the National Breast Cancer Foundation.
So right now we are in the midst of

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doing a fundraiser which we do annually
and so they'll put popups on our website

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as well. We recently started a 501c3
called Gift of Dentistry which is a

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charity that offers free days of
dentistry. So, we're having a another

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link to that website off of our main
site. So, and like like we constant like

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for me, I like adding layers and layers
and being new and they are like out

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there like a baseball team like catching
the balls because our brains don't stop.

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Cassie and I are always having something
exciting going on. So, they have to be

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ready for us.
Yeah. Well said. Um, I mean they are

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like a baseball team, right? They're
always in the outfield ready to go. Um,

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I would say for me too, what I've really
enjoyed is the same thing. I mean, it's

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really just customization and they have
the monthly calls with us and obviously

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we talk about the marketing and the
online and all of that, but then they

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also do care about how is the business
going. Are there areas that we want to

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um speak more on or is there an area
where there somewhere can be more

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efficient and NDA always goes back to
the table and the drawing board and then

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comes back to us with hey we talked
about this it's not even related to X Y

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and Z but this is our suggestion. I mean
they're always just so open and

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receptive. So it's they've been
wonderful to be partners with.

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So great to hear. And what I what I find
interesting for you guys, um, you're in

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a very competitive market, we'll say,
um, right? There's other practices,

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other people, and and we know in
dentistry, right? Like everybody's we're

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not competing directly, but we're also
competing for the patients to come come

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see us. So, you've you've got to make
sure you're working with a company

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that's doesn't have conflict of
interest, right? um for you guys, how

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was that discussion, you know, had with
my dental agency? How does that work

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out? Um kind of walk me through that
because I know you guys are super smart

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and always thinking strategically like
we've got to make sure we're we're

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protecting, you know, our our little
market,

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right? Well, I think is exclusivity is
is really nice and it's it's key. And um

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actually I for us I don't really feel
like we worry about the competition but

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yes we are competitive. We're in
Houston, Texas or Spring Texas actually

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a part of Houston. And so within a
fivemile radius there's I don't know

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thousands or hundreds of of dental
practices. But when we talk about being

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more boutique or more membershipbased,
we want to attract people like that or

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we want to attract people and we create
the patients that we want too. So we

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don't want to have
too much like what we want to have is

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more quality. So I think that my dental
agency with their exclusivity they can

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really focus on us. I think they too
don't want

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too many of the wrong clients. They want
clients that they can work with and

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partner with. And I think that that's
what we found is that we got that

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personal level because they will just
stay in our zone to make sure that our

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reach is the best that it can be to
attract the types of patients that we

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want and then from there bring them in.
And then Cassie today, sometimes in her

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role, she will be patient advocate and
conduct the new patient interview and

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set goals with the patient. And she gets
those leads through my dental agency or

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through referrals because my dental
agency wants us to work very much on our

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Google reviews. And if you look, we have
stellar Google reviews in a lot of them.

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And then also on referral because once
you build that reputation through your

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website, through your patient capture
now or through um any of the quarterly

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um outreaches that we have or the blogs
that they do, then we're building trust

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so then you get more referrals.
Cool. Yeah, Maryanne stated it

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wonderfully. So I don't have much to add
on that question at all. So I just

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second everything she said.
You are an awesome team, right? like

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it's it's cool to see how you complement
each other and you each have your own

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kind of unique uh area that you can
focus on and how again that frees up Dr.

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Landry to go do what he does best and
that's help patients get healthy. Um I

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hope a lot of people are taking notes on
how they should set up their own

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practice on top of the fact that right
the best thing you can do is bring in a

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partner who can help you optimize what
they're best at so you guys can focus on

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patient interactions and all the things
you do so well. Yes, it doesn't bog us

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down and it really is a weight lifted
off to know that there is somebody

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that's out there really focused on it
and and if they feel like, you know,

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with guardrails, of course, it's our
practice, but if they feel like we're

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getting off, they let us know. So, they
give us a high alert or and and then we

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can put our attention there, but we
don't have to focus on it every single

00:16:33.199 --> 00:16:40.560
day because that can be that can be
daunting, that can be draining. And we

00:16:38.320 --> 00:16:46.000
quite frankly don't have that expertise.
and and you know they do

00:16:43.440 --> 00:16:50.800
yeah everybody on their team has just
been everybody on their team is so well

00:16:48.160 --> 00:16:56.800
educated in all the different areas that
MDA offers. So like Maryann was saying I

00:16:53.839 --> 00:17:01.600
mean I feel very comfortable in um our
decision with partnering with MDA and

00:16:59.759 --> 00:17:05.520
seeing the results that we have been
seeing and I'm just excited to keep

00:17:03.839 --> 00:17:10.400
working with them and keep moving the
needle. So well said, ladies. I got to

00:17:08.240 --> 00:17:14.160
say, too, after talking to you guys, I'm
kind of fired up. I'm ready to go back

00:17:12.480 --> 00:17:17.280
to work and start working on our
practice and and take some of the great

00:17:15.679 --> 00:17:21.039
tips and advice that you guys have had
because we can always learn from each

00:17:19.280 --> 00:17:26.880
other. So, thank you for sharing that.
You guys are awesome. Keep crushing it

00:17:24.160 --> 00:17:30.760
and uh enjoy your day.
Thank you, sir. You as