Jon Mathis, Author at Dental Success Institute

On today’s episode, Dr. Mark Costes takes the stage at the Elevation Association conference to discuss the true meaning of legacy. Sharing his journey from building and selling multiple dental practices to founding Smile Outreach International, Dr. Costes highlights the importance of sustainable impact. He walks the audience through the Four Futures framework—mind, meaning, muscle, and money—offering a practical way to measure personal and professional fulfillment.

From personal anecdotes to an eye-opening eulogy exercise, this session challenges listeners to redefine success beyond financial gain. Plus, Dr. Costes shares insights on habit formation, overcoming setbacks, and the power of community-driven service.

Check out the full episode on the Dentalpreneur Podcast for more inspiration and actionable takeaways!

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Check out the full episode on the Dentalpreneur Podcast for more inspiration and actionable takeaways!

EPISODE RESOURCES

Podcast: Play in new window | Download

In this Part 2 episode, Dr. Mark Costes and wealth strategist M.C. Laubscher continues their deep dive into infinite banking, wealth preservation, and legacy planning. M.C. shares how properly structured whole life insurance policies play a crucial role in protecting and growing generational wealth. They discuss Dave Ramsey’s critique of whole life insurance, the distinction between infinite banking and captive insurance, and the strategies that ultra-wealthy families like the Rockefellers use to create lasting wealth across generations. M.C. also outlines the “family office” model, emphasizing its importance for entrepreneurs and high-income individuals with significant exits or windfalls.

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On today’s episode, Dr. Mark Costes interviews M.C. Laubscher, founder of Producers Wealth and a leading expert in infinite banking and alternative wealth strategies for entrepreneurs. M.C. shares his journey from growing up during South Africa’s apartheid era to playing rugby in the U.S., where he discovered the world of investing. They dive into the philosophies of cash flow management, leveraging market cycles, and how to avoid pitfalls in alternative investments. M.C. also breaks down the concept of infinite banking, explaining how business owners can build their own financial systems by positioning life insurance as a key cash flow and investment tool.

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In today’s episode, we continue with part two of Dr. Addison Killeen’s presentation on mastering the financial metrics that drive practice growth. He explains the key differences between profit and loss statements, cash flow statements, and balance sheets—essential tools for any savvy business owner. Dr. Killeen also walks through strategies for managing and leveraging debt effectively, including when it’s smart to invest in expansion and how to calculate returns on your investments. From retirement plans and debt analysis to benchmarking growth metrics, this episode is packed with insights to help you build a stronger, more profitable practice.

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In today’s episode, Dr. Addison Killeen dives into the critical building blocks of dental practice success. A seasoned practice owner, he kicks things off by sharing his journey from managing six dental offices to creating a thriving $6M+ single-location practice. Dr. Killeen explores the importance of key performance indicators (KPIs), including new patient flow, case acceptance rates, and hygiene production as essential metrics to track growth and profitability. You’ll also hear insights on balancing attrition with new patients, improving reappointment strategies, and optimizing collections percentages.

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On today’s episode, Dr. Mark Costes shares his personal journey of perseverance, success, and the unexpected struggles that came with it. After 21 attempts to get into dental school, he finally made it—only to realize years later that financial success didn’t equal happiness. At 38, with six practices, a million in the bank, and a thriving career, he found himself stressed, unhealthy, and disconnected from his family.

Mark breaks down the four quadrants of success—mind, meaning, muscle, and money—and why focusing on just one can leave you unfulfilled. He also shares the key strategies behind running a profitable, systemized practice, understanding overhead, and making informed financial decisions in dentistry.

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On today’s episode—part two of Mark’s conversation with D2 dental student Nevin Brittain—the discussion heats up with insights on leadership, systemization, and marketing strategies. Nevin talks about his long-term vision for practice ownership, while Mark dives into practical advice on effective delegation and building strong, accountable teams. They also explore how small businesses, like Mark’s early ventures, shaped his entrepreneurial mindset. Plus, Mark shares creative marketing tactics, from community outreach to leveraging digital tools and tracking ROI.

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On today’s episode, Mark is joined by D2 dental student Nevin Brittain from the University of Illinois, Chicago. Nevin shares how an unexpected encounter with a dentist in a candy store inspired him to pursue a career in dentistry. He also talks about his plans for future practice ownership after completing his military HPSP scholarship. Mark provides mentorship, discussing delegation, systemization, and the importance of surrounding yourself with the right team. The conversation dives into Mark’s entrepreneurial journey, including lessons learned from running a catering truck business that shaped his approach to dental practice ownership. They also explore the value of mentorship, practical business experience, and avoiding “content paralysis” in the pursuit of success.

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On today’s episode, Dr. Mark Costes reconnects with Dr. Michael Jerkins, co-founder of Panacea Financial. Michael shares how Panacea helps healthcare professionals with products like gap loans, practice buy-ins, and startup financing. They discuss the pressures of consolidation, declining insurance reimbursements, and workforce challenges in both dentistry and medicine. Michael also talks about balancing clinical practice with entrepreneurship and Panacea’s mission to keep doctors independent.

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2197: Building a Legacy That Outlives You Part 2

2196: Building a Legacy That Outlives You Part 1

2195: Infinite Banking Demystified for Business Owners Pt. 2

2194: Infinite Banking Demystified for Business Owners Pt. 1

2193: KPI’s, Profit and Cash Flow, Debt, and Growth Metrics Pt. 2

2192: KPI’s, Profit and Cash Flow, Debt, and Growth Metrics Pt. 1

2191: Mastering Mind, Money, and Meaning in Dentistry

2190: Building a Dream Career in Dentistry Pt. 2

2189: Building a Dream Career in Dentistry Pt. 1

2188: Banking for Doctors and Dentists Done Right Pt. 2