Paid in 30 Days — Mastering the Money Talk
[WEBINAR EVENT] Presented by Bri Richardson, Founder, Elevate My Practice and Dental Insurance SOS
How we think about money shapes how we talk about money — and patients feel it immediately. Paid in 30 Days: Mastering the Money Talk starts with mindset, because confident, clear financial conversations don’t come from scripts. They come from how your team understands money, insurance, and their role in the conversation.
This course helps dental teams confidently present treatment while getting paid in full from both insurance and patients. You’ll learn how to lead upfront, accurate financial conversations that build trust, set expectations clearly, and create a smoother experience for everyone involved — without the awkwardness or last-minute scrambling.
Through real treatment plan examples, you’ll see how having a solid insurance and financial game plan makes it easier to spot potential denials ahead of time and collect appropriately on the front end. Less chasing balances. Fewer uncomfortable follow-ups. Better outcomes.
This class brings the “money talk” to life by showing how money mindset, strong insurance systems, clear communication, and smarter treatment planning work together. When those pieces are aligned, the results are powerful: fewer misunderstandings, calmer patients, and healthier practice cash flow.
Key Learning Objectives
By the end of this course, participants will be able to:
Strengthen their money mindset and approach financial conversations with confidence
Clearly define the role of insurance in the financial discussion — without letting it run the conversation
Lead upfront conversations about treatment costs, insurance expectations, and patient responsibility
Spot potential insurance denials early to avoid delayed or lost collections
Confidently handle cost and insurance objections while maintaining trust
Clearly explain and offer third-party patient financing as a supportive solution
About the Presenter
Bri Richardson, Founder, Elevate My Practice and Dental Insurance SOS
Meet Bri Richardson, CDA, a vibrant force in the world of dental insurance! With her boundless enthusiasm and unwavering dedication to her craft, Bri shines as a dynamic Speaker, Coach, Dental Insurance Specialist, and Dental Team Trainer. She owns Elevate My Practice, LLC, and is the founder of Dental Insurance SOS.
Bri began her career as a dental assistant in 2009. Over the years, she has held various roles, from clinical assistant to treatment coordinator, and ultimately as a Dental Insurance Specialist, Speaker, Trainer, and Dental Coach. Bri has spent countless hours working on dental insurance claims and has mastered the art of extraordinary insurance verifications, perfect claim preparation, and overturning denials effectively. She is an expert at collecting the correct copays while navigating the red tape restrictions that can result in claim denials. As a speaker, Bri brings her expertise and contagious energy to help dental teams understand dental insurance and maximize their revenue while reducing their stress. She is the perfect advocate for teams looking to navigate the complex world of dental insurance and gain control of their A/R.
Bri began training dental teams how to get paid in 30 days and make insurance less painful in 2017. In 2021, she opened Elevate My Practice & Dental Insurance SOS and began training and speaking full time.
Elevate My Practice, LLC stands as a beacon of transformative training, offering both in-person and virtual sessions with CE. Recognizing the need for ongoing support, Bri introduced Dental Insurance SOS, providing dental teams with real-time assistance through text or email throughout their work day.
Bri's signature "micro-coaching" delivers focused guidance at an affordable price, offering accountability, KPI evaluation, monthly meetings, and continuous support for dentists and their teams.
Bri will be the first to tell you, she has the BEST job in the world. :)
ACCESS THE RECORDING
