Jonathan Moffat

Thought Leader - Speaker - DSO owner - Financial Wizard - Consultant

Jonathan Moffat

Thought Leader - Speaker - DSO owner - Financial Wizard - Consultant

become the event dentists will come back to

See How Jonathan Is creating time and money freedom For Dentists.

What Other's Are Saying...

“Jonathan Moffat has served as a Faculty member within Henry Schein’s Dental Business Institute. During his time with us Jonathan spoke during our final session and provided an absolutely vital perspective that allowed participants to understand the importance of balancing and integrating both professional and personal goals.

When speaking, Jonathan demonstrates the ability to quickly build rapport with his audience. This ability allows Jonathan to deliver his message both quickly and effectively. He maintains participant interest through deft use of both anecdote and activity. The combination of these elements made Jonathan one of our highest rated speakers throughout our Dental Business Institute program, and the perfect speaker to repeatedly close our session.”

John Budish

Henry Schein Dental Business Institute Business Solutions
Education Manager

“Jonathan Moffat tops the list as an engaging speaker. He brings energy and is relatable. Jonathan possesses a keen sense of listening to an individual and offering advice that is useful and motivating. He is well versed on a myriad of topics ranging from financial strategies to business practices that ensure success. Jonathan has presented several times to our members, and reviews included, ‘Jonathan offered practical advice that helped me take the next step’ and ‘he was able to answer my question on the spot and help me get started’. I appreciate how Jonathan provides resources and is eager to share his breadth of knowledge and expertise.”

Lee Adishian RDH

Executive Director

San Gabriel Valley Dental Society

“Jonathan has a unique ability to engage with the audience and adapt his message to their specific needs. I’ve seen Jonathan present several times at our company’s events and each time he receives the highest marks for his content, engagement, and overall relevance of his message. He shows up prepared and the attendees leave with a tangible action plan for how to implement the topics discussed in their practice and / or personal lives.”

Kerry Straine

CEO Straine Consulting

Jonathan is a passionate speaker who shares an important message about planning for your life in concert with your business. He leaves the audience leaning in wanting more through a powerful and interactive delivery.

Eric Nuss

CEO Ssun Health

Transformational speaking is defined as a communication approach that inspires change in audiences and helps them rise to the next level. That is exactly what Jonathan Moffat does for the dental industry with his keynotes and workshops. Jonathan’s message has a transformational power because of his passion for dentistry and his unmatched business and wealth-building knowledge that has accumulated over the years. As a successful DSO owner and consultant for the top dentists in the world Jonathan understands the current challenges and the opportunities that the industry faces and he shows dentists how to capitalize on them. If you are looking for a professional speaker that will help your dentists to rise to the next level by providing them relevant and applicable business information with a touch of inspiration, Jonathan is the right choice for you.

Roberto Monaco

Co-founder
InfluenceOlogy

About JONATHAN MOFFAT

At a young age and after watching his Orthodontist grandfather struggle financially Jonathan realized he had a passion to help dentists avoid the same mistakes and struggles he saw his grandfather make.


In 2006 Jonathan and his father founded DDS Strategies Group where they specialized in working with dentists to help them become more organized and efficient in their professional and personal lives.


In 2006 Jonathan completed the Personal Financial Planning Program at UC Irvine. In 2008, he completed the Investment and Retirement Strategies Program at The Wharton School of the University of Pennsylvania. Jonathan has taught on the subjects of estate, tax, goal planning and business strategy at Palomar College and Woodbury University and has given talks at various dental study clubs, dental societies, Crown Council, Henry Schein and many more venues.

Jonathan was the creator and co-host of one of the first Dental Specific podcasts Dental Doc Talk Radio with Dr. Michael Abernathy and Max Gotcher.


In 2012 Jonathan founded the company Aligned Advisors with one purpose to help dentists to step away from the chair by creating more time and money freedom in their lives.


In collaboration with the bestselling author Harry Dent, Jonathan authored the well referenced white paper “The Future of Dentistry” and has been published in Orthodontic Products and Dentistry Today. He was the co-author of the book “Rich doc, Poor doc” and was a contributing author to “The Road to Success” by Dr. Michael Abernathy, DDS.


In 2016 Jonathan was asked by one of his clients to help start and run a Dental Services Organization and in October of 2016 he and his partner purchased their first dental office. By Jan 2019 they had acquired a total of 8 offices and had a successful and profitable dental group. “Going through the process of building Launch Dental from 1 to 8 practices in just over 3 years I learned a lot and made a lot of mistakes along the way. That experience has helped me be a better advisor to my clients and helped me to be in a better position to give back to the dental community.”


In 2017 Jonathan started to serve as faculty on Henry Schein’s Dental Business Institute where he had the opportunity to help hundreds of Dentists work on and finalize their business plans for their practices and group practices.


When Jonathan is not working with his clients he enjoys serving in the Rotary club, coaching his children’s soccer teams or cycling.


Jonathan, his wife Deborah and their four children McCall, Parker, Preston and Jackson live in San Diego.

events jonathan has spoken for

Topics for presentations, trainings and interviews

Format: In-person event, virtual presentation or podcast

Title : Stepping Away: How Dentist Can Create More Time And Money Freedom Away From The Dental Chair

Learning objectives

Dentist will discover:

  • Why stepping away is the ultimate goal for 99% of the dentists
  • How stepping away helps dentist to experience more free time
  • Why dentist that step way build more wealth
  • The first steps towards stepping away from the chair
  • How to identify all the roadblocks that prevent dentist from stepping away

TITLE : The Scalability Equation: how to profitably own multiple practices while keeping your sanity

Learning objectives

Dentist will discover:

  • How to avoid the costly mistakes when adding a new practice
  • Why the value of successful DSOs are skyrocketing
  • My personal lessons when scaling from 0 to 8 practices
  • How to prepare to get highest multiple for your group
  • The scalability equation: a proven system to profitability add new practices without requiring more of your time

TITLE : 90 in 90: Create a 90-day plan in 90 minutes to achieve any goal you want with certainty.

Learning objectives

Dentist will discover:

  • The key elements of a successful plan
  • The top # 3 mistakes I learned after analyzing hundreds of business plans
  • How to align your personal and professional plans
  • How to get your team to buy into your new plan
  • The bulletproof steps to implement your plan

TITLE : Show me the money: how to regain 30K in cash-flow in 12 months or less

Learning objectives

Dentist will discover:

  • Why many dentist are successful but are not fulfilled
  • How to align their values with their goals
  • The 3 common roadblocks that stop them from living their ideal life
  • How the top tier of dentists build and keep wealth
  • The # 1 shift dentist made to be on the top

TITLE : Top Tier: the secrets of the wealthiest dentist in the USA

Learning objectives

Dentist will discover:

  • The blueprint of an investor mindset
  • The power of the Family Office: why it is NOT lonely at the top
  • How to become a master of leverage
  • How the top tier of dentists build and keep wealth
  • The # 1 shift dentist made to be on the top

TITLE : Live Your Ideal Life Now

Learning objectives

Dentist will discover:

  • Why many dentist are successful but are not fulfilled
  • How to align their values with their goals
  • The 3 common roadblocks that stop them from living their ideal life
  • How to become a master delegator
  • How to design their ideal lives

Quotes


Most Wealthy people have figured this 1 thing out. They spend their time on the things that only they can do and then delegate everything else to their team of experts.”



Most dentists think that stepping away is the end of their careers, we know that is just the beginning”


Speaking

How To Book Jonathan Moffat

STEP -1

Fill out the contact form below

STEP -2

Jonathan will have a call with you to discover more about your organization’s goals, values and culture so he can customize his message to your group.

STEP -3

Jonathan and his team will help you promote your event so it becomes a huge success.

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