Investment Grade Practice™ News – November 2025
Dear Doctor,
Happy Thanksgiving! We hope your day was everything you hoped it could be.
This year, we’re grateful for the opportunity to support your journey, whether you are planning for growth, preparing for change, or looking for a fresh start, we’ve curated resources so you can step into the new year with clarity and purpose.
Inside at a glance:
- Cyber Monday Special: Get dental coaching today and delay payment for later
- Financial Clarity: What your practice numbers say about you
- Marketing Clarity: Two key areas to focus on before you do anything else
- Clinical Clarity: Elevating your team beyond PPO-driven production
To Your Success,
Dr. Bruce B. Baird and Victoria Peterson, S.s.D, CEPA
Co-founders, Productive Dentist Academy
Host of The Productive Dentist Podcast
Host of Investment Grade Practice
P.S. If you want to get your practice off a production plateau but aren’t sure which lever to pull without burning out yourself or your team, schedule a free clarity coaching call here.
What Your Numbers Say About You
How to Align Your Mindset with Your Money
If you’ve ever stared at your financials and felt confused and called out, you’re in the right place. Victoria Peterson interviews Chris Sands, founder of Pro-Fi 2020 and Phase One Dental CPAs to unpack how financials reflect the beliefs behind every decision.
Payroll, marketing, debt, and revenue all reveal what you value most. We bring both sides of wealth together, analytical and emotional, to show how to align your mindset with money.
- Why most expense problems are really revenue problems in disguise
- Why your profit and loss behaves more like a mirror than a math sheet
- How fear, generosity, and avoidance distort financial clarity
Bonus: Get a free Clarity Coaching Session to identify the hidden risks in your practice numbers so you can design a practice that fits your lifestyle. Click here to begin.
Own Your Marketing or Own Your Regret
How to Unlock the Revenue That’s Hiding in Your Charts
If you feel pressure to get more new patients, this is your reality check.
Dr. Bruce Baird and Phoenix Dental Agency’s senior marketing advisor Sara Hansen reveal how most practices are sitting on $500,000 to 1M of untreated revenue inside their existing patient base. Learn how to turn marketing from random products into a simple system that grows profit, lowers overhead, and attracts patients who value comprehensive care.
- What it means to own your block, neighborhood and city with the right strategy
- Why internal marketing often outperforms cold external campaigns
- How marketing can drop your overhead instead of increasing it
Bonus: Get a free Internal Marketing Check-up before you spend a dime on external ads. Click here to book time with Sara Hansen.
How To Turn Your Website Clicks into Patients
Why The First 10 Seconds Can Make or Break Patient Conversions
If you have a beautiful website, but your conversions are low, this is for you.
Productive Dentist Academy’s Chief Communications Officer Regan Robertson interviews senior web developer Kenny Davenport and senior marketing strategist Sara Hansen from Phoenix Dental Agency to show why your site is more mirror than marketing tool; it’s a living growth magnet.
Listen to discover:
- How to empower your team to champion your online presence for stronger conversion.
- The top 3 things that quietly tell patients you are behind the times
- Simple fixes that build trust and increase new patient scheduling
Bonus: Get a free website analysis to discover where you can optimize for conversion. Click here to request.
Why Clinical Care Must Lead, Not PPO Rules
How To Open the Path for Comprehensive Dentistry
If you’re tired of watching insurance rules overshadow your clinical judgment, this episode brings a welcome reset. Dr. Bruce Baird and practice leader Dr. Nikki Green reveal why dentistry is strongest when clinical care leads the way, not PPO guidelines, and how aligning your philosophy with your protocols elevates both outcomes and profitability.
- Why breaking free from PPO thinking opens the path to comprehensive dentistry
- See why clinical leadership creates clarity for your team
- How trusting your diagnostic instincts elevates care for every patient
Bonus: Schedule a free Clarity Coaching Session with Angela Golden so you can discover the opportunities that exist in your practice today. Click here to schedule.
Disease Doesn’t Progress
in Annual Maximums
If you feel stuck in “sick-care” mode when you know patients deserve a preventative approach, this is for you. Dr. Bruce Baird and national oral-systemic educator Machell Hoover, RDH, FAAOSH break down why disease doesn’t progress in annual maximums.
- How whole-body curiosity and risk-based hygiene make visits proactive
- Why team calibration is essential for true oral-systemic care
- How connection, not cost, drives case acceptance
Mentoring Associates for
Comprehensive Care
Patients are informed but also confused by insurance. Associates often default to PPO rules. Dr. Baird and Dr. Jackson Bean show how calibration between doctors, associates, and teams creates a predictable patient experiences and higher treatment acceptance.
- How to mentor associates beyond PPO-driven production
- The simple paper-tearing exercise that reframes insurance
- Why patients pay for trust and predictability, not discounts
“If you want different results, get humble and realize you must change. Embrace the idea that there’s a better way of doing things. You don’t have to reinvent the wheel. Stop thinking. Just start doing.” – PDA client Dr. Devin Giron
The #1 thing we hear dentists who use PDA dental coaching is that they wished they’d done it sooner.
This Monday, we’re offering 10 doctors the opportunity to join the Investment Grade Practice dental coaching program today, and delay billing for the first four weeks. This way, you can get a first-hand experience of what working with us is really like.
This can help you unlock:
- An immediate boost in production up to $50/hr.
- A schedule that’s productive and profitable
- Elevated team confidence and case acceptance
Only 10 available. Click below to get access before we open this to the public on Monday.
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Drs. Clint & Kelly Euse
PDA Members Since 2008
Advanced Dentistry by Design
Carson City, NV
