Transitioning Out of Clinical Dentistry: What Dentists Need to Consider

Podcast Description:

In this Dentistry's Growing with Grace event, Grace Rizza sits down with Shawn Terrell, founder and lead financial advisor of Dentist Exit Planning, to explore the key considerations that dentists should keep in mind when planning to exit clinical dentistry. 

They cover topics such as tax saving strategies for dentists, what dental practice owners should know about advisors, and different income sources for dentists outside of clinical practice. This episode is a must-listen for any dentist who is thinking about transitioning out of clinical dentistry and wants to ensure a smooth and successful transition.

Meet Grace Rizza:

Grace Rizza is the CEO and founder of Identity Dental Marketing, which serves practices nationwide with ethical, effective marketing solutions. Today the company has helped to propel over 1,500 businesses to new levels of success.

In her tenure as a business owner, Grace has authored countless industry-specific articles, podcasts, and blogs. She has spoken at dozens of dental meetings, including the Chicago Dental Society Midwinter Meeting, The Hinman Dental Meeting and the Greater New York Dental Meeting.

Meet Shawn Terrell: 

Shawn Terrell is the founder and lead financial advisor of Dentist Exit Planning. Shawn began his career in financial services in 2011 when he formed Terrell Financial. Shortly thereafter, a friend that was a D4 at the University of Iowa suggested Shawn give a presentation about disability insurance, and Shawn’s work with dentists began. Shawn decided to build his own planning model exclusively for dentists in 2021 when he launched his independent firm, Dentist Exit Planning. 

He enjoys hosting and guesting on many dental podcasts, as it’s a reminder of his first career. Shawn previously spent 10 years working as a television sports anchor and sports talk radio host throughout the Midwest. He received his Bachelor of Arts from The University of Iowa in 2000.

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What People Are Saying

John Chatham Testimonial

After attending Grace’s seminar I immediately thought, ‘finally somebody who understands marketing dental practices and how to effectively attract and retain new patients.'

John A. Chatham, III Henry Schein, Inc. VP Global Sales Leadership & Development June 15, 2016

Dr. Roy Shelburne Testimonial

Grace is a phenomenal speaker who enthusiastically shares her passion for dental marketing in a way that is clear, concise, and extremely valuable. Her straightforward approach to navigating the complexities of practice marketing and promotion with unique, custom crafted, effective strategies help her doctors move to the next level rapidly and with minimal effort.

Roy Shelburne DDS June 15, 2016

Linda L. Miles Testimonial

Grace Rizza, a rising star speaker in dental marketing gives each person in her audience a blueprint for creating their discerning difference.

Linda L. Miles CSP, CMC June 28, 2016

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