#759: How to Present Financial Options Patients Actually Accept episode artwork

EPISODE · Apr 27, 2026 · 10 MIN

#759: How to Present Financial Options Patients Actually Accept

from The Dentist Money Show | Financial Planning & Wealth Management

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the fourth point of productivity and most overlooked drivers of case acceptance: how your team presents financial options to patients. Christine shares practical strategies for creating a smooth handoff from clinical to administrative teams, uncovering each patient's "why," and presenting financial options in a way that feels supportive, not overwhelming. Learn how to structure payment choices, reduce friction around money conversations, and position your team as advocates who help patients move forward with care. If you would like to watch the second and third point of productivity: diagnotics and case acceptance, click here! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life

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#759: How to Present Financial Options Patients Actually Accept

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This episode was published on April 27, 2026.

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