Work 1:1 With Heartwise Collective

Orthodontic Consulting Services for Practices Ready to Grow Wisely

The white-glove, all-in-one services you’ve been searching for

Where consulting and real-time implementation meet heart, wisdom, and smart systems to actualize your dream practice.

At Heartwise Collective, we go beyond advising on systems and strategies — We implement them in real time to help you actualize your dream practice. Whether it’s marketing, patient acquisition, staff training, or operational improvements, we work closely with you to learn your goals, values, and vision, and then craft a customized plan to help you reach your highest potential.

22+

Years of Industry Experience

100%

Of Our Clients See Growth

1,000%

Dedicated to your success

Choose Your Path from Good to Great

We know that no two orthodontic practices are the same - That’s why our approach is as unique as you are. From the moment we connect, our priority is to offer a seamless, enriching experience tailored to your specific challenges and goals.

  • Financial & Practice Audits

  • Financial Systems & AR Support

  • AI Systems

  • New Patient Systems and TC Coaching

  • Leadership, Management, and Operations

  • Retainer Program Implementation

  • Team Building Astrology Workshop

Your practice is ready for the Heartwise Collective transformation if…

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You've achieved financial success but are frustrated by inefficiencies. You're ready for smart, sustainable systems that keep your practice running smoothly.


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You value heart-centered leadership and believe that your team's well-being is as important as your bottom line.


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You're seeking proven strategies to reduce turnover, create a positive, empowering work environment, and preserve institutional knowledge.

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You're feeling overwhelmed by complex systems like Asana and need a consultant who can simplify and implement these tools effectively.


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You're committed to growing as a leader and want to inspire your team to reach their full potential.


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You appreciate a consultant who is real and speaks your language. You don't need someone to overcomplicate things with jargon and data; you need a partner who will meet you where you are and help you get where you want to be.

Meeting you where you are to get you where you need to be

Whether your practice is producing under $1M or over $7M, we have the experience and expertise to help you succeed!

Schedule a Discovery Call

Hear it from our clients

“We’re saving thousands of dollars, our team is excelling, we have fewer headaches, and we are better serving our patients.”

Read Case Studies

We donate 1% of our profits to causes important to our hearts & the orthodontic industry. Learn more here!

Hey, We’re Lindsay and Courtney!

Our approach to growing orthodontic practices has built a reputation for results.

With over 22 years of experience, a passion for professional & personal growth, and a commitment to excellence, we’re on a mission to revolutionize the way orthodontic practices and their teams operate. Our ultimate goal? To see your practice flourish, inside and out.

Meet Your New Teammates

Frequently Asked Questions

Getting Started

  • We offer a wide range of consulting services tailored to orthodontic practices, including financial systems, New Patient Systems, TC training & coaching, Conscious leadership & management, marketing, Practice Systems Assessments, Asana Training & Implementation, and operational efficiency improvements.

  • Our consulting services can help you improve patient satisfaction, increase efficiency, enhance marketing efforts, and ultimately sustainably grow your practice. We provide customized solutions to meet your specific needs and goals.

  • Yes, we offer both in-person and virtual consulting options to accommodate your preferences and schedule.

Services Details

  • We provide a variety of marketing strategies including digital marketing, social media strategies, SEO optimization, annual marketing calendars, and patient referral programs to help you attract and retain patients.

  • We analyze your current operations, identify bottlenecks, and implement streamlined processes to enhance efficiency. This includes team training, workflow optimization, Asana implementation, and technology integration.

  • Yes, we offer comprehensive team training programs designed to improve patient care, enhance customer service, and increase overall productivity.

  • Yes, we provide specialized consulting services for new and established orthodontic practices. We have solutions to meet all needs.

  • We have a high success rate with past clients, helping them achieve significant improvements in patient satisfaction, practice growth, and operational efficiency. Check out our testimonials page to hear from our satisfied clients.

  • You can subscribe to our newsletter to receive updates on our latest services, offers, and industry news. Follow us on social media for regular updates and insights.

General Questions

  • To get started, you can schedule a discovery call with us through our website. During this consultation, we will discuss your practice’s needs and develop a customized plan.

  • The cost of our consulting services varies depending on the scope and nature of the project. We offer customized packages to fit different budgets. Contact us for a detailed quote.

Scheduling and Availability

  • You can schedule your Discovery Call here.

We’re here to guide you every step of the way

Focus on What You Do Best While Heartwise Handles the Rest!

Start Growing Your Practice