Investment Grade Practice™ News – October 2025
Dear Doctor,
Clarity is the best tool you can use to calm the chaos in your practice.
That’s why we’ve filled this month’s newsletter with resources that can help you restore peace in your practice so you can get back to predictable growth that feels great.
Inside at a glance:
- 7-Steps to Predictable Growth reveals how to transform uncertainty into consistent, sustainable success.
- Why using authentic media helps your practice rise above the digital noise and connect with patients through genuine, trustworthy storytelling.
- How to use calibration to resolve workplace tension and rebuild respect between clinical and hygiene teams.
- Simplify your financial conversations and stop hidden money leaks with Joanne Miles’ upcoming webinar series to give you and your team a clear path to greater confidence and profitability.
- New podcast episodes exploring contentment, connection, and how clarity transforms both teams and treatment.
No matter what challenges your practice faces, peace is possible, not because the work gets easier, but because you get clearer. If you are feeling stretched thin, you don’t have to navigate it alone. Schedule a call with us here and we’ll help you find a clear path forward.

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
Find Your Path to Predictable Growth
What if your practice growth wasn’t a guessing game?

For many practice owners, every month feels like a new challenge with team turnover, rising overhead, inconsistent production, and constant pressure to “do more.” But what if there was a clear, proven and predictable path that helped you grow sustainably, without chaos?
That’s exactly what Productive Dentist Academy Co-founder & CEO Victoria Peterson reveals in this free whitepaper: 7-Steps to Predictable Growth
In this whitepaper, you’ll learn how to:
- Fill your schedule with the right patients
- Regain and engage your team
- Inspire lasting patient loyalty
- Create systems that make growth predictable, not stressful
Download “7-Steps to Predictable Growth” and discover how to transform uncertainty into confidence.
Get Your IGP Business Value Gap Assessment
Do You Know What Your Practice is Really Worth?
The worst surprise is waking up to discover your practice value isn’t what you thought it was. If you’re planning to wait until you’re ready to sell to know your value, you’re already too late.
Get clarity by taking our free value gap assessment so you can:
- Identify your current estimated value
- Discover hidden risks in your practice
- Learn how to be more profitable
Request your free assessment today.

Free CE: Built to Sell, Ready to Reign Webinar Series

The Investment Grade Practice “Built to Sell, Ready to Reign” webinar series is available on demand! This free, six-part CE program has been recorded and uploaded so you can watch it at your convenience.
Led by Victoria Peterson along with top financial planners, transition consultants, and growth strategists, the series offers practical strategies to help you lift valuation, eliminate money leaks, and reclaim your freedom.
How To Show Up Real So You Can Grow with Purpose

Your story is what sets you apart. In episode 301 of the Everyday Practices Dental Podcast, “Stop Selling Dentistry. Start Telling Stories,” Regan Robertson and Matt Hutchings reveal how authentic storytelling, not sales pitches, builds patient trust and lasting relationships.
After you listen, find out in the video below how Phoenix Dental Agency helps practices bring those stories to life through Internal Marketing strategies and Authentic Media Production. From heartfelt patient testimonials to behind-the-scenes team moments, we’ll help you capture your “why” on camera and turn it into powerful marketing that patients believe in.
Here’s What Phoenix Dental Agency Authentic Media Production Delivers:
- Short welcome videos with the doctor’s voice and personality.
- True patient testimonial videos that show transformation and trust.
- Cultural moments that help prospects see “the kind of people” you are: team, environment, values.
And the payoff? Practices using authentic visuals don’t just look better, they perform better. From website engagement to case acceptance, the data backs it up.
See what Authentic Media Production could look like in your practice in the video below (and learn about our Internal Marketing strategies while you watch), and then schedule your FREE marketing consultation today!

When Your Dental Team Feels “Pushed Around” Everyone Suffers (Here’s How to Fix It)
By Jes Stringer, CCI Brand Ambassador

A recent Journal of Dental Hygiene study revealed that more than half of hygienists feel bullied or “pushed around” at work, a problem that leads to burnout, turnover, and fractured patient care.
In a recent blog, Clinical Calibration Institute Brand Ambassador Jes Stringer explains why the real cause isn’t malice, it’s misalignment. When teams operate from different playbooks, tension rises. Calibration brings clarity, communication, and respect back to the workplace. And where clarity goes, revenue flows. Read Jes’s full article here.
PDA Lead IGP Business Advisor Joanne Miles, RDA, DAADOM, is sharing her incredible expertise across two major dental platforms this November, and you’re invited to join her! These sessions are complimentary and packed with actionable insights designed to help you strengthen your team, boost profitability, and improve patient communication.

Thriving Dentist Live Panel: Stop the Bleeding – The Hidden Profit Leaks in Your Dental Practice (and How to Fix Them)
Date: Monday, November 3, 2025
Time: 7pm CT / 8pm ET
Format: Live Zoom Panel + Q&A (also streamed on LinkedIn & Facebook)
Cost: Complimentary
Join Joanne and a panel of dental industry experts for an honest conversation about where profits silently disappear in dental practices, and how to fix them. You will learn how to identify operational inefficiencies, reduce team stress, and strengthen systems that directly impact your bottom line.

Vyne Webinar: Say Less, Hear “YES!” – Streamlining Financial Conversations in Dentistry
Date: Tuesday, November 4, 2025
Time: 12 noon CT
Cost: Complimentary
Financial conversations don’t have to be uncomfortable. In this session, Joanne will share proven strategies to simplify treatment discussions, shift the focus from cost to value, and confidently guide patients toward accepting the care they need.
You’ll Learn How To:
- Remove barriers that cause patients to delay or decline treatment
- Communicate clearly and confidently about finances
- Build trust through value-based discussions
- Present flexible payment options that encourage case acceptance
The True Endgame: Legacy, Leadership & Freedom

Dr. Bruce B. Baird Featured on Freedom Founders Podcast
“The True Endgame: Legacy, Leadership & Freedom” (Episode 559) of the Freedom Founders Podcast features PDA Co-founder Dr. Bruce B. Baird, in which he reflects on his early career struggles with debt, stress, and the pressure to “do more.” His biggest breakthrough didn’t come from working harder, but from learning to lead differently by focusing on people rather than production.
Listeners will learn how this mindset shift transformed his practice and inspired the creation of Productive Dentist Academy.
Finding Contentment in Dentistry (E.308)

After nearly two decades in dental leadership and personal development, Brandi Marzolino learned that burnout often hides behind achievement. In this episode, she opens up about letting go of perfectionism and people-pleasing, building courage & joy at work, and guiding others to reconnect with what truly matters. Through her story, she shows that peace is not found in doing more but in being whole.
What you’ll learn:
- How slowing down creates sustainable growth
- The hidden cost of hustle culture in dental leadership
- Why chasing validation never leads to peace
- The difference between happiness and true contentment
The Calibration Imperative (E.258)

Dental schools are graduating underprepared clinicians. Patients are more informed but also more confused by insurance. Associates often default to PPO rules instead of true diagnosis. In this conversation, Dr. Bruce B. Baird and Dr. Jackson Bean dismantle those challenges and show how calibration between doctors, associates, and teams creates predictable patient experiences and higher treatment acceptance.
What you’ll learn:
- The connection between oral health, systemic health, and case 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.
- How trivia and team calibration build confidence and alignment.
Where Will PDA Show Up Next?
Here’s a list of upcoming events where you can catch up with PDA!
2025
- November 3, Vyne Dental Webinar – Say Less, Hear YES: Streamlining Financial Conversations in Dentistry with Joanne Miles
- November 4, Thriving Dentist Annual Expert Panel – Stop the Bleeding: The Hidden Profit Leaks in Your Dental Practice featuring Joanne Miles
- November 13-15, DeW Life Retreat, Charlotte, North Carolina
2026
- May 7-8, Dental Speaker Institute WEvolution, Chandler, Arizona
Have a great experience with PDA recently?
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