Investment Grade Practice™ News – August 2025
Dear Doctor,
The biggest challenges in dentistry are often unseen. They’re the blind spots that quietly drain your growth, culture, and profits.
As PDA Team Development Coach Rosie Yacone recently shared in Dentistry Today, “You can’t fix what you can’t see.” Whether it’s hidden revenue leaks, overlooked leadership gaps, or outdated systems, the first step toward change is clarity.
That’s why this month’s newsletter is packed with resources and free CE to help you uncover what’s been hiding in plain sight. Inside you’ll find:
- How to reveal blind spots that the numbers don’t show
- CE webinar series so you can build value beyond surface metrics
- How to turn your website into a powerful patient magnet
- Free mastermind that unlocks solutions for high-risk patients
- Free download so you can stop hidden marketing leaks in your practice
- CE webinar to strengthen operational excellence in the FFS practice
Don’t let what you can’t see slow you down. Let’s shine a light on your blind spots, take control of your future, and finish 2025 strong.

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
Host of The Productive Dentist Podcast
Built to Sell, Ready to Reign
Investment Grade Practice Webinar Series Begins September 9, 2025

We are proud to present the IGP Built to Sell, Ready to Reign webinar series designed for dental practice owners who want to lift valuation, eliminate hidden money leaks, and navigate transitions with confidence. This FREE six-part CE series runs September 9-14, followed by a Live Expert Panel Q&A on September 17.
Led by PDA Co-founder & CEO Victoria Peterson alongside dental industry-leading financial planners, transition consultants, and growth strategists, this series offers up to six free CE credits and practical strategies to help dentists sell, scale, or simply reclaim their freedom.
Presenters include:
- Uncover Your Hidden Value with Angela Golden, Starla Bocanegra, and Sara Hansen
- Increase Practice Value by 40% with Chris Sands
- From Attractive to Acquirable with Kim McKlesky
- Exit or Expand with Kyle Francis
- Wealth Strategies for Dentists with Ryan Isaac
- Your Latte Costs More Than My Mortgage with Dr. Howard Polansky
Download this PDF to see the full line-up of presenters and topics.
Automate to Elevate: Operational Excellence in a Lean FFS Practice
featuring PDA Co-founder & CEO Victoria Peterson

Last month, PDA Co-founder & CEO Victoria Peterson joined the Thriving Dentist on the “Automate to Elevate: Operational Excellence in a Lean FFS Practice” webinar.
Victoria emphasizes the balance between automation and authentic patient connection, noting that technology should free up time for meaningful interactions rather than replace them. She shares strategies for using automation to streamline collections, improve treatment re-engagement, and reduce decision fatigue for dental teams.
Unlocking Solutions for High-Risk Patients
The Simple Gum Score Method That Makes Patients Say Yes

Tuesday, September 30, 2025
1pm EST | Free Registration
At the Clinical Calibration Institute (CCI), we know patients say “yes” when they understand their care clearly. Join Dr. Tanya Dunlap of PerioProtect and CCI’s Machell Hoover, RDH, to discover a simple number that makes periodontal health easy to explain, track, and makes saying “yes” to care easy.
This free mastermind is courtesy of the Clinical Calibration Institute and PerioProtect.
This Mastermind will show you how to:
- Identify patients who benefit most from Rx Tray therapy
- Implement oxidative antimicrobial protocols
- Present results in a way that patients instantly understand
This is a data-driven and practice-ready mastermind that’s designed to help your team communicate consistently and boost case acceptance. This is a great opportunity to experience the power of the Clinical Calibration Institute. Reserve your spot today.
You Can’t Fix What You Can’t See
How Coaching and Fresh Eyes Reveal What Dental Practice Numbers Alone Cannot
by PDA Team Development Coach Rosie Yacone

What looks good on paper might be hiding the very challenges holding your practice back. Drawing on insights from PDA Team Development Coach Rosie Yacone, this article explores how numbers might mask critical trends or blind spots, and how an external eye can illuminate hidden gaps in performance and workflow. If you’re looking to elevate your practice by uncovering what truly matters beneath the surface, this quick yet powerful read is a perfect starting point.
Is Your Website a Patient Magnet?
Phoenix Dental Agency is proud to announce the launch of two stunning new Foreversites launched this month: Bloom Dental Spa in Centennial, Colorado, and Floss Family Dental & Surgical Center in Lincoln, Nebraska. These modern websites aren’t just visually engaging, they’re built to attract new patients, showcase each practice’s unique personality, and drive growth.
A Foreversite is more than just a website. It’s a complete digital solution designed to work for your practice 24/7:
- Optimized for Search: Built with dental SEO best practices to help your practice be found online.
- Custom Content: Speaks directly to your ideal patients, reflecting your brand and expertise.
- Ongoing Updates: Keeps your site fresh, relevant, and competitive in an ever-changing digital landscape.
Don’t let your website sit stagnant. Make it a powerful growth tool like Bloom Dental Spa and Floss Family Dental have.
Is Your Practice Losing Growth From Within?

This isn’t another course or a motivation boost… you need a coach. In this breakthrough white paper, discover the seven most common mistakes dentists make when trying to scale, and get the proven playbook productive dentists use to grow faster, lead more effectively, and reclaim the joy of dentistry.
Working Hard but Stuck in Place?

This isn’t another course or a motivation boost… you need a coach. In this breakthrough white paper, discover the seven most common mistakes dentists make when trying to scale, and get the proven playbook productive dentists use to grow faster, lead more effectively, and reclaim the joy of dentistry.
Do You Know What Your Practice is Really Worth?
Many dentists have a ballpark idea of their practice’s value, but few know the real numbers or how to increase them. The IGP Value Gap Assessment reveals your current estimated value range, identifies hidden risks that might be dragging down your potential, and shows you how to build a more attractive, sellable, and profitable practice, even if you’re not planning to sell anytime soon.
Schedule Your Complimentary IGP Value Gap Assessment with PDA VP of Client Services Angela Golden and uncover where your value gaps lie (and how to close them)

Discover Your WHY, Transform Your Practice

Dentists often invest in technology, training, and teams, yet still feel invisible in a crowded marketplace. Dr. Gary Sanchez knows that pain firsthand. After reaching the peak of clinical excellence but blending in with “just another dentist,” he discovered his WHY, leading him to create the WHY Institute. In this episode, Dr. Sanchez shares how identifying your WHY can transform not only your practice’s growth but also your personal clarity, passion, and purpose.
What you’ll learn:
- Why traditional marketing fails to set you apart
- How a personal health crisis forced Dr. Sanchez to choose between dentistry and impact
- The nine WHYs that define human decision making
- How to align your message, team, and practice with your core WHY

PDA Alliance partner, Overjet, is offering an exclusive August/September promotion just for PDA members. Overjet’s AI helps dentists diagnose with confidence, streamline insurance claims, and boost case acceptance, all with special PDA pricing.
If you book a demo by September 30, 2025, you will receive a free 30oz Stanley cup.
Where will PDA Show Up Next?
Here’s a list of upcoming events where you can catch up with PDA in person!
2025
- October 5-7, Intellicon, Salt Lake City, Utah
- October 5-7, HR for Health, Boston, Massachusetts
- November 13-15, DeW Life Retreat, Charlotte, North Carolina
2026
- April 16-18, AACD Annual Conference, Aventura, Florida
- May 7-8, Dental Speaker Institute WEvolution, Chandler, Arizona
Episode 133 – Solving the Practitioner Health Problem
PerioProtect offers Rx Perio Tray® homecare to improve gingival health and patient wellness, whiten teeth, and freshen breath. Beyond excellent clinical results, you benefit from our deep commitment to superior customer service, high patient satisfaction, and practice building revenue.
Have a great experience with PDA recently?
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