Investment Grade Practice™ News – April 2025
Dear Doctor,
Quick mid-year check-in:
How are your numbers looking?
Where should you adjust your strategy?
What actions can you take now before summer hits?
If you’re like most, it’s common to lose momentum this time of year, and I get it.
What separates good dentists from productive ones are those who are willing to invest a couple of hours to make sure the second half of the year is locked in tight. If you’re not doing it, your competition might be.
Summer isn’t here yet, and it’s better to be safe than sorry. That’s why we have the Mid-Year Toolkit inside this newsletter so you can feel prepared and certain about your growth.
📌 Inside this issue:
✅ 10 KPIs to Focus on Before Summer: Quick metrics that pack a punch
✅ Manage Your Hygiene Schedule: Internal marketing tips from Phoenix
✅ National Dental Health Month: How to raise awareness in your community
✅ Patient Access to Care: Removing barriers to treatment featuring AcceptCare
✅ Authentic Marketing: Make sure your practice gets noticed featuring Dr. JJ Peterson
To Your Success,
Dr. Bruce B. Baird
Co-founder, Productive Dentist Academy
Honored Fellow of the AAID
Diplomate of the ICOI
Fellow of the AGD
Author of Legendary Leadership
Podcast host of The Productive Dentist Podcast
Want a quick pulse check on your practice? These 10 key performance indicators will reveal the real story behind your numbers – from production vs. collections to patient retention and online reviews.
These metrics will help you decide what to do next. If you’re not at goal and want to know how to improve, schedule a snapshot session here. We can help.
Keep Your Hygiene Schedule Full Through Summer
If you’re seeing more no-shows, gaps, or overdue patients than usual, look at your internal marketing.
Practices that provide consistent, personalized outreach experience greater reappointments. Phoenix Dental Agency, powered by PDA, has an internal marketing program that streamlines systems for patient re-engagement, and generates reviews and referrals. This cost-effective solution boosts production without adding external ad spend.
In just the first 30 days, PDA client Dr. Devin Giron got:
- 176 re-engaged patients
- 38 scheduled
- $305,000 pending treatment captured
If you’re ready to keep your chairs full – this is for you.
How to Attract, Train, and Retain Top Talent
Top-performing team members aren’t just looking for a paycheck. They want meaningful work environments that meet their core psychological needs: Competence, Relatedness, and Autonomy.
Learn practical ways to create a workplace where team members thrive, including how to:
- Adopt an employee’s perspective
- Communicate with clarity
- Offer choices that empower your team
If you’re struggling with team issues and are looking for ways to attract and retain high-performing team members, check out Dental tQ, powered by PDA, here.
Advocating for Change: How to Ask for Raises, Resources, and Respect
by PDA Business Development Consultant Jodie Heimbach, RDH, BS
Advocating for yourself in the workplace can feel intimidating, but it’s a crucial skill for long-term career satisfaction and growth. In this article, PDA Business Development Consultant Jodie Heimbach, RDH, BS, shares practical advice and personal stories to help you prepare for conversations about raises, resources, and professional development.
With the right preparation and mindset, you can confidently communicate your value and open doors to new opportunities.
Celebrate Your Community During Dental Care Month
Spring means your community is out and about! Now is the perfect time to decide what you want people to know about oral health, and where you want to show up so they know you are here to help.
Top 3 Ways to Promote Dental Care in May:
- Offer complimentary oral health checks
- Sponsor or volunteer at a farmers market, 5k run, or spring festival to build visibility
- Host a Mother’s Day Smile Tribute on social media to honor the moms that make your community brighter with their smile.
If you’d like ideas on how to elevate awareness with professionally branded content, schedule a call today.
The Art of Yes: Simplifying Patient Financing (E.283)
Have you ever presented a treatment plan, offered financing, and still watched your patient walk out the door? You’re not alone. Regan Robertson sits down with AcceptCare Vice President of Strategic Partnerships Marla Merritt to uncover the often-overlooked friction points in case acceptance – and how a single software solution is transforming the way patients say “yes.”
What Great Brands Get Right With Marketing (E. 284)
“People don’t buy the best products. They buy the ones they understand the fastest.”
– Dr. JJ Peterson
Why do some brands resonate while others get ignored? In this powerful episode, Dr. JJ Peterson—chief StoryBrand guide and PhD in narrative transportation—breaks down how the world’s top companies and dentists alike win trust, attention, and loyalty using the psychology of story.
AcceptCare is the only all-in-one solution proven to boost orthodontic treatment conversions, elevate cash flow, and streamline operations. Flexible and affordable payment options, automated patient follow-up, and AR management reduce staff workload and deliver an exceptional patient experience.
Have a great experience with PDA recently?
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Drs. Clint & Kelly Euse
PDA Members Since 2008
Advanced Dentistry by Design
Carson City, NV
