The Flywheel Theory of Practice Marketing For Chiropractic Practice Marketing and Health Businesses

Posted on February 27, 2024 by Edward Petty

kids on merry-go-round

More marketing for less effort in your chiropractic practice

There is good marketing, better marketing, and best marketing.

There is only one kind of bad practice marketing.

That is … NO marketing.

Unfortunately, “no marketing” is too common. The typical scenario in many chiropractic and health offices is this: “Numbers are down. Let’s do some marketing.” After a great effort and expense is made, the numbers go up. Then what happens?

Everyone becomes so busy that there is no time for marketing, and marketing gets tossed aside like an old pair of worn socks.

This contributes to the Practice Roller Coaster. First, there is some marketing. Then there isn’t. Then there is, then there isn’t. Up and down.

Good marketing requires regular attention and action. Like making a cake or cooking a steak, you must pay attention and make adjustments. You can’t turn on the oven, then turn it off to watch your cable program, then turn on the oven again.

THE MERRY-GO-ROUND FLYWHEEL

Remember those merry-go-rounds on playgrounds? Everyone would get on, and one person would push. With the same amount of force applied consistently, the wheel’s speed would increase. Just using an even push, the wheel moved faster and faster until kids started screaming and falling off. Great fun!

What would have happened if the person pushed the wheel a few times and then let it stop? Then pushed it and got it going again. And then let it stop.

All the momentum that accumulated would disappear. Then, getting it going again would require more force. What a waste of energy! And how exhausting to start it up again!

Of course, once it is moving, it doesn’t take much to keep it going or even get it to move faster just by steadily applying force.

Effective chiropractic and practice marketing is just the same. The merry-go-round is like a flywheel. A flywheel is a “mechanical device designed to store angular kinetic energy in a rotating mass.” (Wikipedia) It is used in various engines and has several uses, but primarily, it keeps the momentum, or the energy, going.

Jim Collins refers to the Flywheel effect in his book, Good to Great. “Each turn of the flywheel builds upon work done earlier, compounding your investment of effort.”

HOW TO KEEP YOUR MARKETING FLYWHEEL GOING IN YOUR PRACTICE

Make a list. With your team, make a list of key marketing activities that you have done that have worked. Keep it simple.
Marketing assistant. Then, assign someone to keep track of these activities. They assume the role of marketing assistant. 1-2 hours per week. They essentially are project managers who ensure all marketing actions occur.
Keep to a schedule. The time allotted to do the marketing must be maintained and not get hijacked by “urgencies.” The temptation will be there. Whatever time is scheduled, don’t allow this position to collapse into other departments.
Monthly review and push. Every month, you can assess what actions seem to be working. Don’t be too eager to discontinue a procedure — some marketing takes time. Gradually, you can add more activities that are working. Keep pushing the flywheel!

We plan on offering a course on the Marketing Manager System for your marketing assistant later this year to help you achieve your practice goals.

GOOD TO GREAT – IN CHIROPRACTIC AND OTHER HEALTH PRACTICES

From Jim Collins: “Good to great comes about by a cumulative process—step by step, action by action, decision by decision, turn by turn of the flywheel—that adds up to sustained and spectacular results.”

Keeping the momentum going,

—————————————————-

If your practice building efforts aren’t taking you to your goals,

there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business book for CEO and Office Managers by Edward W Petty.

The Goal Driven Business, By Edward Petty

The Generosity of Service

Posted on February 14, 2023 by Edward Petty

How to be happier and more prosperous

One of the unique characteristics of Petty, Michel & Associates is that we visit offices and provide on-site coaching based on what we see.

I remember one doctor whom we worked with for several years. When I visited his office, as soon as he saw me, and the minute he was free, he’d say, “Ed, come on over here, let me check you.”

He didn’t ask permission.

He saw many patients in the morning and the afternoon and always took time over lunch for a workout.

He was focused on adjusting anyone in his sight. Patient after a patient. And because he was so focused, he communicated with certainty and authority and earned the trust of his patients.

If you can strip away from your mind all the administrative tasks, worries, and challenges and just focus on seeing patients, you’ll be happier and see more people.
All the “other stuff” slows down doctors, the administrative tasks that seem to multiply exponentially. Your mind can be either dominated by business concerns — or by the joy of giving and serving.

You have the skill and ability to help others, which must be honored and given full reign to be expressed to its total capacity. It shouldn’t be withheld or hoarded.

A well-trained team and a practice manager are vital. They allow you, and the other providers, to practice your art while they care for everything else.

I have talked to many doctors who visit third-world countries and flat-out adjust 100-200 people in a day. No admin interruptions, just individual after individual, courageously providing service and practicing their craft without concern about reimbursement. They have told me that they would get into a “Zone,” or into a flow… and experience an intense kind of present-time consciousness that they don’t experience in their offices.

Dr. Sid Williams, who founded Life Chiropractic University in Georgia, promoted the idea of “Lasting Purpose,” which was defined as “to give, to love, to serve in abundance without expecting anything in return.”

Being generous doesn’t mean giving your services away. Generousness is a mindset of abundance. It is not withholding your gift and craft but practicing your art freely and abundantly.

To do so, train your staff to take care of everything else and delegate the admin tasks to them. We can help with this. But it first starts by committing to a value of service generosity. In our company, Petty, Michel, & Associates, one of our core values is delivering services in “Abbondanza,” Italian for abundance.

In physics, every action has a reaction. This is also expressed in ancient texts: the more you give, the more you receive. You’re persuaded each day to get lost in admin concerns. Don’t. Get “lost in service.” Admin details need to be tended to, but only during non-patient time, and most should be delegated to your team.

Be a Giver and be generous. Educate, care for, and help more people. Take on this attitude, and you’ll have more fun and be more prosperous.

*Sid Williams quote: https://lifewest.edu/dr-sid-williams-honored-in-life-wests-sid-square/

Those Numbers: Do You Manage by Emotions or by Goals?

Posted on May 31, 2022 by Edward Petty

scoreboard for statistics

It’s Monday morning. The staff is getting the office ready for the new day. And while doing so, they are wondering… “How is the boss’s mood going to be today?”

They are taking their cues on how the day will transpire based upon, at least in part, your emotional state.

Your team, as well, will often be tempted to manage their roles in the office emotionally, based on the circumstances in their personal lives.

There is nothing wrong with positive emotion. Emotion is a feeling “a mental reaction subjectively experienced” (Merriam-Webster). Some are more positive than others, such as joy, delight, cheerfulness, and others are more negative, such as anger, grief, and fear.

But emotion is reactive. Setting your sights and working for goals is proactive.

Your Scoreboard

Your practice numbers show you if you are headed towards your goals or away from them.

They can predict what needs to be done to improve your business and achieve your goals. They also keep everyone on your team informed on the status of the practice and included in its management.

There is a right and wrong way to use your numbers to help you achieve your goals.

There is, in fact, an entire methodology on how to use statistics to improve business performance.

Large companies use analytics to manage and improve their production in formal processes such as Kaizen, Six Sigma, and Total Quality Management.

In the Goal Driven System, we use a simplified version called GAP, the Goals Achievement Process, which works just fine.

At the beginning of each month:

Review. Review your key numbers monthly at staff meetings. (This can also be done weekly to check on your progress.)
Notice and support. Notice where the numbers went up. Then, plan a couple of action steps to support the areas that went up.
Notice and fix. Notice where the numbers went down. Then, plan a few action steps to fix the areas that were down.

Remember that numbers by themselves are nothing. They are symptoms or representations of the quality and quantity of your outcomes. Don’t get so caught up with the “stats” that you lose sight of what the numbers represent. Expecting the numbers to improve without confronting and enhancing the factors causing the numbers is at best ineffective and, at worst, can be abusive.

But numbers can assist you and each team member to stay focused on the goals: your office mission, its values, and its outcomes.

In a Goal Driven office, your team takes its cues from the office scoreboard.
There is an art and a method to capture, display, read your statistics and apply what they tell you. This is not adequately taught to most doctors in business – or to employees. Yet managing by numbers is a fast and very effective method to keep your business improving.

We are creating a short training course to remedy this called Goal Driven Analytics for the Chiropractic Practice. Subscribers to this newsletter (you!) will be the first to hear about it.

In the meantime, stay true to your goals, and use your scoreboard to help you do so.

Seize the Future

Everything Else: Why The Goal Driven Practice is More Profitable and More Fun

Posted on March 1, 2022 by Edward Petty

What gets in the way of you growing your business?

What holds you back from your growth? From increased services and profits?

What keeps you from providing better services and improving your marketing results?

The government? Your childhood? Your neighbor’s cat?

One thing that is NOT holding you back is chiropractic or whatever services and skills you provide.

It is everything else.

When you are first growing your business, and let’s say you are barely at 40% of your full capacity, your practice may be performing well. You may have an assistant, but for the most part, you can see patients and generally oversee the operation of your practice. Life is good, and the future is … wide open.

But almost imperceptibly, as you start seeing more and more patients, the tide of administrative demands starts rising.

Eventually, you can look around your desk and see “undones” and “half-dones” and a hundred or so “to-dos” littering your office, smartphone, computer, and brain. You try to keep up, but there seems to be just too much to do.

So, what do you do? There seems to be only one solution – you settle. You settle into a comfort zone just to a point where you can earn enough to pay your bills.

Growth becomes a trap, and after many attempts to reach your goals, you finally settle.

Is there a way out?

Yes. But it has been hidden. And booby-trapped.

But you should know, after years of observation and analysis, what is holding you back is not your lack of effort. It is not chiropractic or your professional services.

The fact is, you can’t really get to where you want to go from where you are now. You can’t get there from here.

You need to make some major Big Shifts.

To get to your goals, you have to start from a different place and build a newer version of your business. This is your next stage. Stage One is survival and entrepreneurial growth. It is a Personality practice.

Your next version is a fast, more advanced business that will take you to your goals and beyond.

The new version is called a Goal Driven Practice.

To achieve this requires making some significant changes or Big Shifts.

MANAGER OR ADMINISTRATIVE ASSISTANT (BIG SHIFT #7)

One of the solutions to breaking out of the trap and moving closer to your goals is assigning someone on your team to help you with…Everything Else.

This could be a manager or an administrative assistant. In either case, the role would probably only require 5-8 hours per week – at least at first.

One of their goals would be to remove everything from your desk, all your to-dos, all administrative traffic, sort it for you, and then work out with you what should be done with each item.

You would delegate, delay or dump each item.

This would help free you to increase your services as a doctor and give you time to expand the business as the CEO.

You can produce $500 to $1000 in services per hour as a provider if you are unfettered. As the CEO, you can direct your business to produce much more than this per hour. So, why are you spending time drowning in trying to do $20 or even $30 an hour jobs?

Everything Else gums up the works. It slows you down, confuses the staff, and the patients feel the confusion and notice the neglect, however slight.

This is why I came up with the Goal Driven System. It unmucks the gears of your business so that you can freely provide services and not be haunted by the looming demands of hundreds of to-dos.

This is covered in the book, The Goal Driven Business. If you can do this, you will be more productive and have more fun.

This is so valuable that I will be scheduling upcoming Zoominars on this subject for you and your manager. And stay tuned for upcoming programs on manager training, and training and even coaching on the Goal Driven System.

And just, just for fun, (I am smiling) don’t miss this future article:

The 2 Management Consultants from Petaluma California.

Seize the future

For more information on The Goal Driven System visit Goal Driven

Are Your “Engines” Driving Your Practice?

Posted on February 1, 2022 by Edward Petty

A service business needs 5 different engines to become a Goal Driven Business

Five engines drive your business to its goals.

If these are installed and firing at 100%, practicing will be enjoyable and profitable. When these engines are not fully performing, the daily demands of running a business shift to, and fall upon, the owner.

These engines are functions and characteristics of a dynamic team that drive the practice toward its goals.

Many offices that seem to be doing well are driven by heroic owners fighting each day to grow their practices, and not by their engines. But this isn’t easy to sustain. At some point, it becomes too much, and they settle into a comfort zone below their abilities. As a result, their long-term goals remain unfulfilled.

This is the plight and path of the entrepreneur – brave, independent, but too often without a map on how to build a strong business that drives itself.

The five engines that drive a business to its goals are:

Marketing
Leadership
Management
Service
Personal Integrity

I want to begin passing on tips on the marketing engine– what is working now and my best estimation of what will be working in the future. Marketing is vital, for without paying customers, the other engines won’t work and aren’t needed.

But before I do, I want to invite you to look at your business and gauge the health of each of your engines.

You can do this by reviewing how successful you are at achieving each engine’s outcomes (goals) and giving them a grade from one to five (1-5). 5 would be the point where the engine is achieving its goals.

Marketing. Abundant new patients and goodwill with local allied businesses, organizations, and your community. A waiting list practice. (1—5: ___)
Leadership. A business with clearly defined goals that are agreed upon and pursued happily. (1—5: ___)
Management. Expert team members, acting as an expert team, implementing simple but effective procedures. (1—5: ___)
Customer Service. Customers (patients, clients, customers) who are extraordinarily satisfied with the services they receive and their outcomes. (1—5: ___)
Personal Integrity. Each team member is happy because of the positive and and responsible manner in which they manage their personal lives. (1—5: ___)

By grading each engine’s “output,” you can immediately see what needs the most work.

But these engines do not work independently. One affects the other so that there is a synergy created. As one improves, so do the others. The opposite is also true – the more one engine dies down, the more the other ones do as well.

It could be said that everything begins with leadership, and that may be true. But unless you are marketing your services, there will be no one to lead!

So next week, let’s look at a few effective marketing strategies and tactics that will help drive your business to its goals.

And by the way, how to achieve a 5 for all your business engines is described in The Goal Driven Business. If you haven’t read it yet, I encourage you to do so.

A great new February to you all,

The Problem With Seminars

Posted on November 9, 2021 by Edward Petty

the problem with seminars

I am all for seminars. Been to many myself. I know I have gotten useful information and, no doubt, have benefited from them.

But, their usefulness is often wasted.

I just talked to a business owner that came back from a seminar he and his doctors and staff attended. He told me that they have started hitting their best-ever weekly numbers. His office manager told me that everyone is excited.

For now.

I have seen it time and time again… go to a seminar, get stoked, come back, numbers go up for a month or so, and then everything returns to how it always was. In essence, the seminar was only a short-term, “acute care” fix that addressed symptoms. Nothing was really improved or corrected.

There is a solution on how to benefit the most from seminars. I discuss it in my book, The Goal Driven Business, from which most of this article is quoted from. The following is a story related to me from a chiropractic staff member a few years back:

“Our office was really slowing down last year. So, the owner decided to take everyone out of town to a weekend business seminar. The speakers discussed new and efficient methods for doing our work. It was entertaining and informative. Plus, we also gained some great marketing ideas. It was a fun seminar, so we were all excited when we returned to work after the weekend.

“On Monday, we agreed to get together at lunch to discuss how to implement what we learned. Some staff members had to take care of urgent matters first, so our lunch meeting started 30 minutes late. Once we finally got together in the break room and started eating, we began a good meeting, but then customers begin arriving for their afternoon appointments. We had to call the meeting to an end without getting through very much of our agenda, but we agreed to continue the meeting the following week. Turns out, we never did meet again about the seminar.

“But we were still pretty motivated from the out of town trip to the seminar and, as I recall, we had one of our best months ever. It’s my job to clean the break room and, after a few months, I noticed that the binders of information we received at the seminar were never opened; so I stored them for future reference. Now it is almost a year later, and everything is pretty much back to the way it was before we went to the seminar. Some of us are a little burned out and I don’t think we ever did implement anything from that seminar.”

Sound familiar?

I bet it does. I have seen it play out almost exactly the same way countless times. Starting, and not following through. No management and marketing system is set up, and no time scheduled to ensure the system is followed, and no lasting improvement is realized.

And I am sure, for most of us, this phenomenon applies to our personal lives as well. For instance, how is your exercise program coming along? Hmm? You’ve set goals to work out more often and eat better, right? To work ON your body, not just in it. Yet, my guess is it’s been pretty hit and miss.

We want to improve, we make improvement goals, but what happens? Why can’t we achieve them? Consistently. Is it that we’re all too busy? Too lazy? There seems to be no solution, so we accept our condition and do our best.

Yet, there IS a solution, and it’ll seem like science fiction—but, it’s actually a science fact.

The Goal Driven System of Business Development covers 20 Big Shifts, or actual office adjustments, that need to be made to reach your goals — and stay there. It takes you out of the Practice Roller Coaster that forces you to finally “settle” and accept a lower level of success because the stress of the ups and downs becomes too much.

Here’s how to get the most out of seminars from The Goal Driven Business.

goals lab goaldriven.com “BIG SHIFT #1: Introducing the Goals Lab
You can’t improve your car while you’re speeding down the freeway. You must take it to a mechanic at a garage. Athletes and musicians alike spend time away from their audience to practice their game skills or their music, always improving their performance. Businesses need to do this as well. But where? And when?

The answer is you need to create a Goals Lab where you go to work on your business.

Your Goals Lab is a special place, a laboratory, an oasis for change. Here, you can think, study, learn, practice, become inspired, and have conversations. Here is where you go to reset your thinking and improve your actions—and the actions of others in your office as well.

I call it the Goals Lab, but you can give it another title, if you wish. Whatever you call it, this is the first Big Shift you’ll take on your journey to achieving your new goals.

Goals Lab to engineer your best route to your goals, Goalddriven.com

Why do you need a Goals Lab? Because you simply cannot focus on the other Big Shifts when you are in your office, juggling customers, staff, bills, phone calls, emails, vendors, and everything else that consumes your energy and brainpower.

Management companies and consultants may have advised you to work on your business, not just in it. While the idea of working on your business, as opposed to in it, is a clever and useful concept, I have rarely seen it applied consistently or comprehensively. Why? Because real business improvement can be more demanding than meets the eye. It is a separate activity that requires its own distinct time and place, and it has its own rules which must be followed to be effective.

I use the term Goals Lab because it is a virtual location that you visit to improve business performance. As an example, you spend most of your time with your car driving it. But you also take time to take your car to a special place where you let a mechanic work on it.

Not knowing about this place, this Goals Lab, its rules, and how it operates, is a fundamental reason why all your management books, marketing manuals, and practice improvement notes from seminars rarely get implemented.

Your Goals Lab has been mostly hidden from you. It almost has a fourth-dimensional location, which is outside the time and space continuum.”

Why don’t we spend more time on improving the business, not just working in it?

This is the real question, and it is answered in the book, The Goal Driven Business. You can read about it now, or wait for my next article where I explain WHY business improvement is so difficult and what to do about it.

Meanwhile, keep improving.

Learn more about book and get it here: https://www.GoalDriven.com

the goal driven business by edward petty

Tempus Fugit (time flies)

Posted on July 8, 2021 by Edward Petty

As the ancient Greek reminds us, Time Flies — and July comes at us fast.

We are halfway through the year – 2021!

While enjoying the summer, I suggest you take a Half-Time Break and reassess, readjust, and recommit where needed. That is, reassess your progress so far this year. Make any adjustments to your yearly plans. Recommit to your higher goals.

This is a team exercise. You can discuss with each team member first, but I would focus on the four categories below:

What are the goals for the rest of the year?

Yourself as a professional?
The office as a whole?
The quality of service/outcomes of your patients?
Yourself personally.

You can reprint this and send it out to your team as a memo next week. Then, meet as a group in the following weeks to discuss. Here are some tips you can pass on to the staff and doctors:

Goals for yourself as a professional. How are you going to improve your level of competence as a support professional or doctor? What subjects do you want to study, or skills you want to improve, in anatomy, customer service, chiropractic, chiropractic history, marketing, health care in society, etc.
Goals for the entire office. Review the mission, core values, and outcomes of our office, and from these, consider what improvement goals we could set for the next six months.
Goals for the services we provide our patients? Consider such things as faster service, more complete outcomes, more fun for the patients, and more engagement with our mission.
Goals for yourself personally. This is personal and can be private. It can be discussed, but that is optional. This might include such things as more time with nature, family, exercise, prayer, recreational reading, a new hobby, and travel.

Enjoy your summer but be PROactive and meet with your team to plan out the rest of the year. Keep it fun. You can meet at the lake, in the park, by the mountains or near the sea. Integrate health and an unquarantined life into your work meeting.

But remember… TIME WAITS FOR NO ONE.

Carpe Diem,

ALSO, if you haven’t yet — buy my book now while it is still only $8. The Goal Driven Business. It will help you achieve your goals.

The Goal Driven Business: A New Book by Edward Petty

Posted on June 27, 2021 by Edward Petty

July 2021

I went and wrote a book!

Took me more than 5 years.

Here it is:

It is called:

The Goal Driven Business
A New Business-Building Methodology That Is Simpler, Faster, More Profitable,
and More Fun Than Whatever You Are Doing Now

What the Book is About
The Goal Driven Business is a distillation of my 35 years of in-the-field work with business owners, doctors, and their teams from across the country. It also includes what we learned when we owned, with other providers, 22 practices here in Wisconsin and had to overcome significant financial, organizational, and clinical challenges – in which we ultimately profited.
Carefully reviewing what worked and what didn’t and correlating my observations with the results of other researchers, I was able to uncover certain universal practice principles I had not seen before. I was also able to isolate the hidden barriers that kept most hardworking doctors from achieving their full potential.

With this information, I put together a step-by-step map that any business owner could follow that, with good effort, could help them achieve their full potential. This a totally unique system of business development which I call the Goal Driven System. It is all covered in my new book, the Goal Driven Business.

What Others Say About the Goal Driven Business
The book has been receiving great reviews. You can read them at GoalDriven.com. Here are a few:

“A must read for doctors in private practice — read it and reread it, it is that valuable.” J. Peter Heffernan D.C. DPhCS.
“I wish I had this book 30 years ago!” Ann Metzler, D.C.
“The goal driven business is a “must have” for every business owner – the book is fantastic!” Cindy Munson, D.C.
“Mr. Petty, I have just finished reading your recent book “the goal driven business”. It is a masterpiece.” Maxwell Synsvoll, D.C.
“This book is more than just thorough. It’s the truth!” Tom Potisk, DC

Why I wrote the Goal Driven Business

Based on principals and Goal Driven. Too many offices are Personality Driven. In a Personality Driven practice, everything is dependent upon the owner. As the business grows, the burden on the owner can become too much. Stress increases, and production quantity and quality can suffer. So does income. Using the principles I observed, I worked out the natural system of business development that unfolds regardless of the owner’s personality. Knowing and applying this system in a Goal Driven Business, success is no longer dependent solely on the owner and their personality – stress decreases, and service and revenue easily increase.

The complete picture. As a consultant, I did not have the time to pass on all the information I had about business development in consulting sessions. As a result, clients would not get the complete picture. I also noticed that many key components to business success were avoided by other practice management consultants, books, and seminars. There are real barriers to success – and many are hidden. I reveal everything in the book — no stone was left unturned! I have charted a complete path and show you how to bypass the barriers and make the shifts necessary to reach your goals.

Only the best will survive. Market forces are eliminating individual businesses as monopolies continue to expand. We see more providers working for hospitals or competing with lesser skilled technicians. Large companies can dominate their markets through price, convenience, advertising, as well as “lobbying.” To survive, you need to provide world-class service and outcomes. Only the strongest practices that give the best service will survive and thrive in this decade. The Goal Driven Business shows you how to provide extraordinary service that creates extremely happy customers!

Your success is vital for our communities. It has become evident to me that many solutions offered by corporate entities are not always the best for the consumer. This puts the health of our communities and children at risk. Now more than ever, your patients – your neighbors – are better served by independent professionals like you whose help is not dictated or biased by titanic industry interests.

You must not overlook the grassroots power of goodwill when your patients receive excellent and genuine care. Like a stone dropped into a pond, there is a positive ripple effect that goes far beyond your office. This is why I suggest that one of the most effective methods in dealing with our challenging environment is to simply — help more people. Why not help 5 times more people? Why not help them become healthier and teach them about health? And why not earn much more? You certainly deserve it!

My book will show you how to help more people, earn more, and yet have more free time to pursue personal and professional goals. And in the bargain, you will have more fun.

And you will also help safeguard the health of your community for generations to come.

I have my book on sale for a limited time.
Usually $18, from
July 4th – Independence Day — to July 11th,
you can buy it for just $8.
Go straight to Amazon or through our website at www.GoalDriven.com

Get the book NOW!

Carpe Diem,

– Ed

P.S. A portion of all income from this book, and future training on the Goal Driven System, will go as a donation to the Children’s Health Defense (ChildrensHealthDefense.org).

Get the book! If you like the book, please post a review on Amazon. Buy more and give them to your colleagues.

GENERAL MARKETING STRATEGY — December 2020

Posted on November 24, 2020 by Edward Petty

Time to prepare for the New Year’s marketing.

But before we leave 2020, here are a few tips to help you round out this crazy year and lay the groundwork for a fresh, New 2021.

For December, work “internally” with your existing network, including your active and inactive patients and your external referral sources. But prepare for external marketing for the New Year now.

INTERNAL

The Team – Your First Line of Marketing
Every member of your office is a marketer – everyone sells health. 2020 has been one heck of a year. Why not acknowledge your staff as Health Hero’s with a pin, a certificate, or plaque, perhaps with a bonus if there are any funds available? You all deserve many “thank you’s.”

Holiday Cards and Letters to your Patients
Send cards and letters to both active and inactive patients. Recognize their good efforts to improve their health during this peculiar year and tell them that you look forward to helping them and their family stay healthy in 2021.

Health Never Takes a Holiday
Post a sign in your office in December that “Health Never Takes a Holiday” and schedule patients through December to January. We have a customizable poster on our Member’s site, and sample posters here.

Keep the Conversation Going.
Send out regular emails to patients. Email is more effective than social media, according to many studies, but social media has its place too. Assign email and social media posting to someone. A simple four-paragraph informal health tip from the doctor shows that you care and help improve your patient’s health. It is better that your patients hear from you than from the local chain store pharmacist.

Poinsettia Giveaway
Some offices have done well by giving away free poinsettias, or another holiday plant, one per family. Include a gift certificate with the plant for family members or friends. (See Member’s site for gift card samples.) Make a special arrangement with your local florist for a discount.

Patient Education
Now, more than ever, provide health tips for your patients to combat the heavy advertising of COVID-related reports. Stress is amplified by a lack of knowledge. Good education can help lessen the fear and help keep your patients stay healthier and happier. Plus, educated patients remain with you longer and refer more. There are many approaches that work, including: table talk, newsletters, whiteboards with “Patient Education Prompters,” and short five-minute weekly video health tips. The more you teach, the more you reach.

Donation Drives
Holiday time always brings an increased demand for helping those less fortunate. Within your office set up a collection area for any of the following programs and promote it in your newsletter. There are also other times of the year where donations are welcomed and needed. These can be scheduled throughout the year. Here are some sample donations:

Coats for Kids
Food for Families
Toys for Tots
Blood Drive
School Supplies
Animal Shelter $25 in exchange for first day services.

Also, you can support drives at local churches or gyms. EG “Free first-day services for every donation a member of YMCA makes to the homeless fund.”

Giving Tree/Angel Tree
The Giving Tree/Angel Tree Project is a great way to bring community awareness to your office. It is a simple project that can assist your patients to help others where they might not otherwise have the opportunity to do so.

EXTERNAL

Show Appreciation to External Referral Sources
Send a Holiday Card to any business or individual outside of your office who referred a patient to you or helped you with your marketing. Make sure you include a card of thanks and perhaps a fruit basket or other small gift. Let them know that you are looking forward to another year working together for better health.

Internet
Review your website with your Internet company. Set up a consultation with someone to review how well it is drawing new visitors. Make plans for improving traffic and conversion for the first three months of 2021.

Sample Plan for Special Events
January. Video series about improving the immune system: 10 Proven Shortcuts to Improving Your Immune System: 15-minute video every Friday. Include guest providers. PROMOTE these.
February. Valentines. Have a Heart gift certificate. Donation Drives.
March. Saint Patrick’s Day – Leprechaun Appreciation Day – A special kid’s day.
April. Earth Day. Community Clean-up Drive. Include external alliances to help.

100’s More Marketing Ideas
For 100’s more marketing ideas that have worked, if you are active with PM&A, go to our Member’s site, www.pmamembers.com. If not, we still have many effective marketing procedures right here on this blog.

Meet with Your Consultant
All offices are different. Some need fast action direct marketing — others benefit most from long term development of their external network. Meet with your consultant to make plans for the first part of 2021.

MARKETING MANAGEMENT

In over thirty years of marketing practices, I have found the following two factors to be the most important:

Someone to Coordinate
It is essential that you delegate someone to coordinate your marketing as a project manager. Too often, marketing does not get done because, well, no one person is responsible. This is a major cause of the Practice Roller Coaster. While your entire office and everyone in it, staff and doctors, have marketing roles, one person aside from the doctor needs to ensure each project and procedure is implemented.

Goals and Attitude
Commitment to your goals and the right attitude undercuts everything. How strong is your desire to fulfill the mission of your office? Does the WHY? of your business enliven you each day, and are you happy about it? (Yahoo! Can’t wait to get to the office to see my next patient!!)

Of all the projects and procedures mentioned and the hundreds not mentioned, your drive to your goals and your attitude about achieving them is the most fundamental component to marketing success. Work and improve on this each day.

Ed Petty

Bonus Article: Health Tips from Mercola.com

Keep putting your business THERE

Posted on April 17, 2020 by Edward Petty

A tree withstands storms but continues with its systems.

Just a note here about procedures:

Keep the structure of your business – its policies and procedures — in place. As much as you can, stick to your usual routines.

Certainly, you want to integrate needed changes to prevent the spreading of the virus. And obviously, for many of you, patient volume has changed, so you may have to adjust your work hours and staff hours.

You do need to be flexible. Improvise — where needed, adapt, and overcome! (Paraphrase of Marine slogan!)

But do not let the virus be the tail that wags the dog!

Keep the recalls going. Keep the billing going. Hold staff meetings, if only by Zoom. Rally the team! Review numbers and SET GOALS. Give staff study assignments. If anything, increase your patient communication 5 times – or more.

Strengthen your network.

I bring this up as I have seen a few offices start to slack off on their procedures, and while this is understandable in many situations, it can be a slippery slope. This can set a precedent for neglecting other procedures. This is what leads to office anarchy and what I call “Procedural Atrophy.”

Procedural Atrophy is the gradual dropping out of procedures. For example, you used to call every new patient after their first adjustment and send out birthday cards. Then, you became so busy that you “didn’t have time” to do the calls or to makes sure the staff sent out birthday cards. Two years later, you wonder what happened to all your patients.

We are NOT victims. We will respond positively and use this opportunity to strengthen our resolve and our health network.

Hold true to time tested procedures during unusual conditions.

Stability breeds confidence. Your patients are looking to you to be the rock that they can count on.

Management’s job is to hold the structure of the organization in place. (And then improve upon it.) It may have to be abbreviated, economy of time, effort and money come into play, but … do the usual. Set your goals and stick to your successful procedures to reach them.

Do this, and after this storm passes — your business will be busier than ever.

Working now for the future,

November and December Marketing — and Your Higher Purpose

Posted on November 1, 2017 by Edward Petty

November and December are special times for patient marketing, whether you are promoting to prospective patients, active, or inactive patients.

Usually, we have found that internal marketing is better during this time of year as you don’t need to compete with commercial businesses as they slug it out in an advertising frenzy. You can prepare now and schedule your external promotions and community services for January and February. Of course, if you see an excellent opportunity for external marketing now, take it. But the primary focus should be internal for these two months.

November and December are “cozy” months. In North America — we have Thanksgiving. This is a time we give thanks for all our blessings and gifts and family and friends. It is a time when people feel grateful. Christmas is also a time of good cheer and giving, as is Hanukkah and other holidays.

And, for some of you, it is also the season of the yearly hunt — when you bring home the ring tail pheasants, the turkeys, and “da ‘tirty point buck.” (Wisconsin-ese for “the 30-point buck.”)

Your promotions should align with the spirit of the season to be most effective. Donation drives are often held. There are many churches and associations in your town that need help as they prepare to assist the less fortunate.

“Toys for Tots”, “Food for Families”, or “Coats for Kids”, are many popular promotions by local media stations. I don’t doubt that they are helpful, but I do sometimes question their sincerity.

Of course, you want more customers, that is the nature of business. But you must lead with your mission statement first.

Any promotions should stem from your higher purposes.

The Higher Purpose Company
In The High Purpose Company, (Arena, 2007) Christina Arena reports on her team’s study of 75 companies’ efforts at Corporate Social Responsibility (CSR).

She shows how corporations, by doing good, by providing better conditions for employees, more sustainable sourcing of raw materials, and contributing to beneficial causes in their communities, generate more income.

“The central findings of my research can be distilled in the following way: superficiality fails whereas authenticity prevails. Companies that falsely approach corporate responsibility as a form of marketing, public relations, or even philanthropy don’t produce the most meaningful results. In fact, they often waste their money and create additional liabilities. Conversely, companies that truly approach the practice of corporate responsibility as a fully integrated business strategy, wisely investing in profitable solutions to meet unmet social and environmental needs and problems find their performance greatly enhanced.”

According to the Harvard Business Review, business spent more than $15 billion in 2016 on Corporate Social Responsibility (CSR) programs. (Davidson, July 7, 2016) And according to, Linda Novick O’Keefe, founder of Common Threads, “that number is rising as businesses see signs that investments in CSR improve company performance, talent recruitment and retention. (O’Keefe, 2016) “Giving in Numbers”, a study published by the CECP that analyzes giving and corporate societal engagement trends, revealed companies that increased giving by at least 10 percent between 2013 and 2015 actually experienced upticks in revenue and pre-tax profit, while all other companies saw a decrease in both.”

Your “WHY?”
Marketing must be honest, and it has to tell why you are doing the marketing. As Simon Sinek reminds us:

“Very few people or companies can clearly articulate WHY they do WHAT they do. By WHY I mean your purpose, cause or belief – WHY does your company exist? WHY do you get out of bed every morning? And WHY should anyone care?

People don’t buy WHAT you do, they buy WHY you do it.

All organizations start with WHY, but only the great ones keep their WHY clear year after year.” (Sinek, 2009)

I recommend finding charities or causes in your community that your patients care about. That you care about. Then, go talk to the head of the charity yourself – get involved – personally. Emotionally.

One office paid their staff for one hour for every two hours they went out of the office and worked on a community project.

And it doesn’t have to be charities. A Kid’s Day with “Saturday with Santa” can be a ball. One office holds a patient appreciation party with their patients each December with a Christmas Elvis impersonator singing Christmas carols. The one I attended was packed, and a little wild. But everyone talks about it for the rest of the year.

Your patients, and your neighbors, want what you want – a better and healthier community. Communicate that in all your promotions and you’ll get better results, and have more fun.

And, many thanks for you do from all of us at PM&A!

A list of sample promotions on our web site – see reference below.

References

Arena, C. (2007). The High Purpose Company. Harper Collins.

Davidson, R. H. (July 7, 2016). CEO Materialism and Corporate Social Responsibility. Harvard Law School Forum on Corporate Governance and Financial Regulation. Retrieved from https://corpgov.law.harvard.edu/2016/07/07/ceo-materialism-and-corporate-social-responsibility/

O’Keefe, L. N. (2016, Decembr 15). CSR Grows in 2016 as Companies Embrace Employees’ Values. Huffington Post – The Blog. Retrieved from https://www.huffingtonpost.com/linda-novick-okeefe/csr-grows-in-2016-as-comp_b_13657368.html

Sample Promotions. Chiropractic Practice Marketing Ideas For 2016. Retrieved from www.pmaworks.com: http://pmaworks.com/observations/2016/09/20/chiropractic-practice-marketing-ideas-for-fall-2016/

Sinek, S. (2009, September). Simon Sinek How Great Leaders Inspire Action. Retrieved from TED Ideas Worth Spreading: https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action

Phyllis Frase to Speak at the Chiropractic Society of Wisconsin Fall Summit on Referrals and Retention

Posted on September 20, 2016 by Linda

Welcome back to Wisconsin Phyllis!

We are excited to have Phyllis returning to Wisconsin to join us at the Chiropractic Society of Wisconsin Fall Summit.

The Fall Summit will be held October 21st through the 23rd at the Kalahari Resort in Wisconsin Dells.

Are you and your team registered? If not you will want to as Phyllis will be presenting to doctors and staff all day Friday. She will be covering the following topic:

“The Secrets of Referrals and Retention”

What’s the secret? The pixie dust? The magic potion to creating patients that stay pay and refer for a lifetime?

In this class you will walk away with what makes a patient pay and value their chiropractic care. This interactive class will help you create great customer service and learn easy, solid systems and procedures that will take your practice to the next level. Included is low stress, low cost marketing ideas that you can implement on Monday morning.

For more information on Phyllis visit: Our Experts

To register for the CSW Fall Summit visit: CSW Fall Summit 2016

Extreme Chiropractic Practice DevelopMENT! California Jam®, 2016

Posted on February 21, 2016 by Edward Petty

I am standing on a beach by the partially ice-covered Lake Michigan, sometimes referred to as part of the “Third Coast.” It is a good day!

Once a year I send out a promotion for the wildest and most unique chiropractic seminar I have seen in 30 years.

“Out-of-the-box” is a cliché that doesn’t really do Cal Jam justice. Like extreme sports, Cal Jam pushes the boundaries of what is customary and conventional.

But isn’t that chiropractic? Isn’t that you?

Chiropractic is unique (and wild) because it has purpose and soul.

Purpose and Soul, plus plenty of… Rock and Roll.

At Cal Jam!

Hope to see you there!

Date: March 18-20, 2016

Link to site: California Jam: www.CaliforniaJam.com

Your Most Important Set of Chiropractic Office Procedures

Posted on January 18, 2016 by Edward Petty

An Introduction to the Practice Development Process of Continuous Improvement

A key difference between a successful and profitable chiropractic business and a roller coaster type practice can be traced back to procedures and systems.

Many practice problems occur because procedures are not established, consistently followed, and regularly improved. This has been the secret to franchising. Starbucks may offer new products and services now and then, but for the most part, they follow their checklists and manuals of successful procedures. The local New Age coffee shop down on the corner with the unemployed guitar player usually lasts for about a year before the owner’s savings and inspiration dry up, along with the last cup of coffee.

Of all the categories of systems in your office, what would you say would be the most important?

☐Patient Accounts (Billing/Collections) Systems
☐Marketing Systems
☐Front Desk Systems
☐Therapy and Clinical Support Systems
☐ Doctor Systems
☐ Business Systems (Payroll, Financial Planning, Taxes,)
☐ Leadership
☐Office, Practice Management Systems

My guess is that you usually keep most billing procedures in place as… obviously, you need to be paid. And, you will usually keep most front desk procedures in place. These deal with patients and patients are obviously in the office, or not. And you, of course, follow your clinical procedures.

Your marketing procedures come and go, at least they do in most offices. They are just not consistent. This is why I put together the Marketing Manager System in 2000. The biggest error in most offices with their marketing is that it simply isn’t done consistently.

But the most important category of systems is not so obvious. These are the management procedures and systems. Why are these most important? Because they keep all the other procedures in place and are continually being improved upon.

Why do you think CEO’s are paid so much money? Because they are in charge of the management of a business and are able to increase its bottom line by the millions. They have procedures that they follow and insist that others do as well. These procedures all add up to systems.

Over the years, Petty Michel and Associates has been very successful at increasing the revenues of practices. One of the reasons is that we implement what we call the Practice Development Process. It is a monthly system of management that gradually works to objectively improve the business, repetitively over and over. It integrates into your current systems and does not take that much extra time. But in the end, it saves you a great deal of time, extra work, and lost revenue.

To learn more about the 3Goals Practice Development Process: 3Goals PDP

The 3Goals Practice Development Process for Chiropractic Success

Posted on January 18, 2016 by Edward Petty

Four steps to continuously develop and improve your practice

The Practice Development Process is a simple, yet powerful practice building system that can help take you and your business to its full potential of a systematized, team driven and profitable business.

It transforms your practice. Month by month, it helps move your practice to a more profitable service oriented business that runs at near full capacity – with less ups and downs that demand your time and extra work.

It is based upon the idea of constant improvement.

The principle of constant improvement in management science has been a major factor in the success of large manufacturing corporations around the world. The success of the Japanese automobile manufacturing rests heavily on a process of constant improvement called Kaizen (kai = change, zen = good). Motorola developed its own program called “Six Sigma”, a process of continuous improvement.

We have adapted these processes to be applied in practice management and call it the 3Goals Practice Development Process (PDP).

The Practice Development Process has four steps:

Access
Plan
Supervise
Document

Integrate This Process As Part Of Your Team Meetings. The first two steps, Assess and Plan, are usually done before or during the first staff meeting of the month. Supervision goes on during the month to ensure that the plan gets completed. At the end of the month, successful procedures are documented in a practice playbook for future training and assessments.

Your Consultant and Coach. This process is best done with your practice and business coach. Each month, the two of you should work through step 1 and 2. During the month, your coach may also be able to help with the implementation of the plan.

THE 4 STEPS OF THE PRACTICE DEVELOPMENT PROCESS:
1. Assess and Review. At the end of the month, look over the statistics and note what areas improved and what areas didn’t. Then check what was actually done, or not done in each area. Use your departmental checklists from your Practice Playbook if you have started this.

Many business owners still manage without looking at objective indicators. They manage by emotions, mistakes, fear, “bright ideas”and other flighty factors that ultimately hold a clinic back, or often just burn it out.

Effective clinic managers, like an athletic team coaches, base their actions first on actual outcomes and performance monitors. These are your daily, weekly, and monthly practice statistics. PM&A has developed a specialized form of review which is called Practice Analytics System which we display on our client’s personal Practice Dashboard’s.

This assessment also includes reviewing checklists of the key procedures and whether or not key duties were done.

2 Plan. Work out the key areas you want to work on in the next month. Pick just one or two areas that will make the biggest difference and make a list of a few action steps that will help improve the area in your office you have targeted. Get the actions assigned with a date on when they should be done.

3 Supervise. Regularly monitor the implementation of the action steps with yourself, your team, and your consultant. Provide help where needed to get them done.

4 Systematize. You do not want to keep inventing the wheel, so at the end of each month, document any procedure that worked well.

List all successful activities for each department and “lock them in” as standard operating procedures. Keep what works, throw out what doesn’t. Start with just a checklist of key procedures. Later, you can write or videotape a description of each procedure. It is from this that you will do your training and “coaching reviews.” Use your playbook often: refer to it and practice.

Gradually, you should have your own system of practice management and patient management and have it outlined simply in your Practice Playbook. For example, the “Smith Chiropractic System of Patient Management.”

IMPLEMENTATION SCHEDULE
Week 1. First Week of the Month: Do Steps 1 & 2 – Assess and Plan
Week 2. Supervise. Coordinate upcoming activities. Study and Train. (Optional: Separate Marketing Meeting)
Week 3. Supervise. Coordinate upcoming activities. Study and Train.
Week 4. Supervise. Coordinate on upcoming activities. Celebrate and party for a great month! Add to Practice Playbook.

REPETITION
Do The Practice Development Process Every Month.
The success of this process derives much of its power from a simple principle from Aristotle.

“We are what we repeatedly do.
Excellence, then, is not an act, but a habit.”

This often referenced quote is from a series of lectures he was to have given at the Greek Lyceum on ethics (300 B.C.). We could say, then, that continuing to do the Practice Development Assessment, and all of your procedures and systems, is ethical and leads to excellence. The contrary would also be true.

GOALS AND CONSTANT IMPROVEMENT
It is important to keep in mind WHY we are doing the PDP each month.

It is assumed we all want to improve, that improvement is possible, and that we have higher purposes and goals. Our patients do. That is why they see us and we help them improve and get closer to their goals at each visit.

By consistently working the 3 Goals Practice Development Process each month you, the practice, and each team member will also get closer to the higher goals each of you share.

Kaizen: Constant Practice Improvement – From Wooden to Deming

Posted on November 17, 2015 by Edward Petty

What improvements do you need to make in your practice for 2016?

Managing your practice is similar to managing a sports team in many ways. There are goals, rules, plays (procedures,) skill development, strategies, winning and losing. There is also coaching and training.

The teams that win the most constantly work to improve. But the improvements often focus on just the refinement of the basics.

One chiropractor I worked with told me stories about his experiences with John Wooden. Coach Wooden was a very successful basketball coach who coached the UCLA basketball team to 10 national championships over a 12-year period.

Here is what Coach Wooden has said:

“When you improve a little each day, eventually big things occur…. Not tomorrow, not the next day, but eventually a big gain is made. Don’t look for the big, quick improvement.

Seek the small improvement one day at a time. That’s the only way it happens – and when it happens, it lasts.”

In Japan they have something called Kaizen. This means continuous improvement. Part of this was developed by another Midwesterner (Wooden was from Indiana), Edwards Deming (Iowa).

The Deming Cycle is a process of continuous improvement that helped grow the Japanese car industry in the 60’s to what it is today. For a long time, Detroit auto companies weren’t that interested in what Deming had to say – and, of course, we can see how that turned out for them!

Constant improvement takes discipline. Those of you who had to practice a musical instrument or an athletic skill in school remember the daily routine. Improving the little things can get boring and when a colleague calls with excitement about this new seminar or gadget or website, many doctors are off to the chase the “shiny things.”

Innovation needs to happen, certainly. But the real successful businesses and teams continually work to master what they already do.

Mastering the basics is always the key to success. Deliberate practice, study and good coaching. And this takes discipline and… a certain degree of humility to admit you can personally improve.

But since you are not a full time coach and mostly work IN the practice, you have to schedule specific times to work ON the practice. But what do you work on? ICD 11? (Yes… it IS on the horizon!) More E.H.R?

Well, maybe, but these are not the areas that will significantly improve your business over the long run and take it to the next level.

To help you uncover what should be improved, you can use our updated Practice Progress Grid. You can go over it with your team and plot where you were, where you are now… and then where you want to be next year! (Link is below.)

This can help reveal what organizational and engineering steps you need to build a better business machine for 2016.

In most cases, the improvements don’t have to be major. They just have to be continuously refined. But some areas that are holding you back from your goals can be hidden or overlooked.

If you want to dig deeper, we also have our Practice Development Assessment(PDA). It takes more time to complete but gives you a more complete analysis. (The link is below.)

The world is changing faster and faster. You have to constantly improve to keep up, let alone, to stay ahead. And if you don’t… well, your patients will be going to those offices that are.

From all of us at PM&A, we look forward to your continued improvements and to helping you get closer to your goals in the New Year.

Ed Petty

Link to Practice Progress Grid
Link to Practice Development Assessment (No charge for first 15 users, $25 thereafter.)

Chiropractic Marketing and a Staff Member Conspiracy

Posted on July 10, 2015 by Edward Petty

This is a tale of a staff member conspiracy.

It is about a hidden and quiet plan by scheming staff members.

The planning took place towards the end of 2014 in a chiropractic office next to a river. By a lake. But that is not important.

Quietly, Ann and Betty met to discuss how they were going to fix the … situation. (I changed the names, but the rest is true.)

Dr. JM is an excellent and respected doctor who has a loyal following of patients. But as much as he wanted more new patients — as he was only generating about 6 per month — he just could not bring himself to do much marketing. And this is in spite of the excellent advice and support of his faithful and expert coach and consultant (moi).

But secretly, the two ladies hatched their own private strategy. And it worked.

More new patients started to come in. In fact, on my last visit to their office, they had three new patients come in, more than they usually see in a week.

What exactly did these enterprising chiropractic assistants do? Hmmm?

Maybe you could do the same?

Yes, you can and here is what they did:

Betty, the office manager, and Ann, the front desk coordinator, got together and worked up a procedure for generating patient reviews on Google.

The office manager wrote up a procedure for patients on how to post a review on Google. Ann, who calls most of the patients “honey” and says that they are all “her” patients, can be very forward and, well, controlling. She would simply get the agreement of key patients to make a review. She then gave them the procedure that was on a slip of paper and told them to go forth and spread the word.

In time, with her friendly but insistent nudging, they would. And now, their doctor has over twenty great reviews spread out over many months. The new patient increase is coming from people calling in off of the Internet.

Everybody is a reviewer.

People buy on the Internet from reviews. This is like word-of-mouth of old, only now it is a 4 or 5 star review. In fact, Amazon, the world’s largest online retailer, uses reviews as their primary marketing tool. Once you buy something from them online, you are continually asked to post a review about what you thought.

I recently posted a review for something I purchased and found out that I have a “review rank” of 16,678,570. (But at least I earned 1 “helpful vote”, so that is nice.)

There are now many web sites that a consumer can go to review you.

Everyone is a reviewer. It is the new currency used to buy and sell products and services.

Get reviewed.

To help you, we have provided links on our blog for the following:

Article for staff on how to generate web reviews. (PDF)
Procedure sheet for patients on how to make a review on Google. (PDF)
Procedure sheet for patients on how to make a review on Facebook. (PDF)
A patient log for the staff to follow up on patients who have agreed to post a review. (PDF)

If you are an active client, you can go to our members site and download the same files as customizable WORD files. Get Reviewed info on PMAmembers.com

Start your own conspiracy to help share the successes of your services. But… get reviewed and watch the new patients come in.

10 Practice Development Strategies for Chiropractors in 2015

Posted on December 31, 2014 by Edward Petty

[If you think that you could make more money selling pharmaceuticals, injecting patients with vaccines and promoting flu shots in front of your office, these recommendations are not for you. For those matters, you might want to ask Palmer Chiropractic College or the Wisconsin Chiropractic Association for their opinions.]

What strategic moves should you be taking now to make sure that you have a better year in 2015 and in years to come?

After reviewing current literature and statistics, and based upon my observations and experience, I have put together a report which makes a number of recommendations that can be helpful to you. I have also included an extensive list of references for your further study.

The report contains a lot of information and so it is only for the serious practice executive. It will be a useful resource for you to refer to while you implement some of the suggestions I offer. Reading time is about 15 minutes. It offers new views on practice marketing, management, and leadership, with 25 specific recommendations. To go straight to the main course, go here:

Here is a shorter version:

Executive Summary – 10 Strategies to Prosper and Flourish in 2015 and Beyond

1. Know Your Environment. The Medical-Pharmaceutical industries are spending more to dominate the market place. Their efforts are becoming more pervasive in reach and more covert in manipulation. At the same time, wellness statistics continue to grow. More people are turning to organic foods and are focused on wellness.

2. Marketing Positioning. My recommendation is to embrace the popular movement towards natural health and own it. Be its champion. You are the Healthy Life Doctors. This is your niche.

3. Unique Selling Proposition. Stay committed to your core services, but articulate your Unique Selling Proposition to your specific market niche(s). Not everyone is your patient. Select certain markets that are already reaching for your type of services: people fed up with drugs, baby boomers who want to stay healthy, mothers who want to avoid drugs for their children, athletes, employers who want healthy employees, etc.

4. Get More For Less. Watch your economics but don’t get stuck in a scarcity mindset. Central to economics is a return on investment -ROI. Invest in yourself and especially in making your support team expert professionals. Learn and apply the Pareto Principle (how 80 percent of your results come from just 20% of your efforts).

5. Insurance or Cash? Yes! Take insurance but don’t kowtow to the Insurance Cartel. There are millions of people who want help and can pay for it and are just looking for a solution. You have to let them know that you have their solution.

6. Shift from Personality Driven Practice to Team Driven Business. The successful offices of the future will be team driven and systematized. Each team member has to be an expert as a specialist, as a team member, and as a marketer. And each should try to achieve this as well. The doctor will delegate most marketing and administrative details to others.

7. Shift from Solo Practice to Group Practice. For those of you who are ready, you should join forces with other doctors in a group practice. This has not had a lot of success in the chiropractic profession as it has in other professions, but the time is right now to band together synergistically as brothers and sisters. There are many good reasons to do this now. However, it has to be set up — and maintained — correctly.

8. New Role: CEO and Leader. Why do CEO’s get paid so much? Because they can make such a positive difference in the business. Up to now in your career you have taken on administrative and marketing projects mostly from the role of doctor, or perhaps owner. The CEO role probably has not been emphasized. Shifting to the role of CEO changes everything. Growing a business becomes easier, you have more time available, and you make more money.

9. Seek Out and Integrate Your Greater Purposes with Your Business. The power for your office, and you, comes from those things that mean the most. This would include your family and your spiritual pursuits. But our world is smaller and we live in a networked economy and culture. Your office, in its own right, has to be a leader in your community and environment and contribute in some way beyond its walls. This also includes having a voice in your professional organization. Your greater purposes also include your personal hobbies. Since you are not working on an assembly line, many of these purposes should be integrated into your work.

10. Get an Executive Coach. Why does corporate America spend over a billion dollars on executive coaching? Because the return of investment proves to be at least 7 times, and in some cases, 10-49 times cost. Executive coaching doesn’t cost – it pays.

An executive coach is different from a clinical coach. An executive coach will help you be a better CEO – a better leader, marketer and manager who builds a team driven business which allows you to delegate most non clinical duties. He or she will help you sort out what tasks will produce the greatest positive effects for your business, and help you get those tasks done. He or she will be your partner, counselor, confident, coach, teacher, drill instructor, and friend.

The future has never looked brighter, but the challenges are not slight. This makes your success all the more important – and sweeter.

Ed Petty

Marketing Plans for Your Chiropractic Office This Fall

Posted on September 18, 2014 by Edward Petty

As we move from the summer months into fall, I thought that it might be helpful to preview some marketing ideas for the rest of the year.

Below is a link to several articles on our web site referencing marketing procedures and programs for the autumn and the early winter months.

Marketing is basically physics: for energy to come in, energy has to go out.

Ideally the energy is well directed and of a high quality, but mainly, it has to get out. Quantity first, then gradually, improve the quality.

But everything is done twice: first in your mind and then in the world. First comes the meta-physics, then comes the physics

This is why the most important and first step starts with you – your faith, confidence, and belief in what you are doing and especially, why you are doing it.

Organizational system failures or personal situations can often get in the way that distract us and cause us to lose sight of our purpose or of the great results we have achieved for others in the past.

And, there will always be the negative few that seem to outweigh the positive many.

Sometimes we focus on the “barking dogs” that come out to chase us for a while rather than concentrating on the fire we are racing towards to put out.

Marketing is about communication. It is an “outflow” that sooner or later, directly or indirectly, generates an “inflow.” It is your creative voice that is either filled with mission and purpose, or is forced and desperate. Stymied by failures or disappointments, our “voice” can recede to a whimper or a mumble.

But the fear that can grip us is mostly an invention because too often, we take things too seriously.

The fact is, as Ben and Rosa Zander point out in their book, The Art of Possibility, most of life is just “invented.” I listened to Ben Zander, the conductor of the Boston Philharmonic Orchestra, give an inspirational presentation at the chiropractic seminar called the WAVE in San Francisco in August.

He advised that when we slip and make a mistake, we should just throw out our arms, lean back slightly and exuberantly and say: “Fascinating.” We just can’t take things too seriously and instead we should move on passionately expressing ourselves. Not bad advice from a maestro whose goal is to get musicians to play better.

You could also go out to a field or park and just yell: “I am the greatest and the world loves me and wants to come to my office.”

Don’t be surprised if the universe cooperates.

Marketing your services, like helping people get better, should be enjoyable. It should be fun. You should be smiling and laughing.

And you know, as the song goes:

♪ When you’re smiling, ♫When you’re smiling,♪
♫The whole world smiles with you,♫
♫When you’re laughing, ♫When you’re laughing,♪
♪The sun comes shining through,♫
♫Wishing you plenty of smiles and all the best,♪

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Here is a great rendition of the song by Frank Sinatra

https://www.youtube.com/watch?v=351l62Yx0oI

Sage on the Stage or Guide from the Side: Chiropractic Seminars vs. Coaching – Which is Better?

Posted on July 30, 2014 by Edward Petty

They both can be expensive, so what service gives the greatest “bang for the buck?”

I go to seminars. I like them. In fact, I hope to see some of you at the WAVE, sponsored by Life West in San Francisco this weekend (8/1/2014). (If you are going please contact me by calling the office number below and it will forward to my phone. It would be great to say “hi” in person!)

Seminars provide a good opportunity to get away. B.J. Palmer talks about this, of course, in his Rule Number #9. (1)

Also, by disengaging from your work, you can better re-engage in it when you get back. The science of this is discussed in a book called: The Power of Full Engagement.

Plus, networking. Nothing like meeting new people and hearing how and what they are doing and trading fish stories – even if they are often embellished. (“Don’t tell fish stories where the people know you; but particularly, don’t tell them where they know the fish.” Attributed to Mark Twain.)

And, they can be entertaining.

Plus, you can learn things. Learning new things that work and unlearning things that don’t work is probably the MOST important skill you can have. And it is getting more important every day. Our world is changing SO fast that in order to keep up, you have to really spend time and money learning.

“The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn.” ― Alvin Toffler

However, there are drawbacks.

Seminars: the Sage on the Stage

First, there is the expense of the seminar. Actually, by comparison, most chiropractic seminars are dirt cheap compared to other seminars that run into the thousands. The expense is in the travel. The hidden expenses add up considerably, especially if you take your staff, which you should now and then.

Then, there is the actual content – the information being imparted. Much of it is motivational and that is nice. However, the seminar speaker does not know you. He hasn’t been to your office, your home, talked with your staff or know your family. He hasn’t read your town’s newspaper or seen your patients. He doesn’t know your situation. He teaches you a procedure that sounds good in theory and may have even worked in his office 15 years ago, for a while. He may be entertaining, or coercive. But, often only 10% of what is taught at a seminar is applicable to you and your office. And of that, very little gets implemented, and in two months, less than 5% of the seminar may be in operation at your office. The following is an example that shows how much useful information gets reduced down to actual implementation in most offices.

Actual Value of Seminar (approximate percentages)

Motivational (can sometimes be excellent, but is very temporary.)
Percent of information verifiably valid: 70%
Percent of information comprehensible, heard, or understood: Of the 70%, one half is comprehended, heard, or understood, leaving 35%)
Percent of information applicable to your particular city, staff, patient base, your style and personality, etc.: Of that 35%, perhaps 15% isn’t applicable, leaving you with 20%.
Percent of information that can be implemented in your office: Of the remaining 20%, perhaps only half can get applied, leaving 10%.
Percent of information that gets applied: In two weeks time, only 5% gets applied.
Percent of information that stays in application: After two months, only 1-5% percent of the original information is still applied.
If you had spent $2,000 on a seminar program, using the rough example above, you would have wasted all but 5%, or $1,900.

This example is a little harsh, I‘ll admit, but I wanted to make a point. But you know what? Even this small percent may still be worth attending the seminar.

Coaching – The Guide from the Side

Our company grew because doctors did not or could not adequately apply what they heard at the seminars. Starting out many years ago, I remember seeing doctor’s shelves full of binders, VHS cassettes, and manuals that were barely touched since they were brought home from the seminar.

So, back in the late 1980’s, we came up with our niche and our identity, encapsulated in our tag line:

When Seminars Aren’t Enough sm

Good coaching, helps you and helps your team discover what systems work best for you, and then helps you make them better – over and over until your TEAM becomes expert.

A good coach, like a competent doctor, has the experience to quickly identify what needs to be worked on that can bring about the quickest improvements. This is what we do. We have become skilled at spotting the key leverage points (3) in an office and have developed new and effective methods to make the changes necessary for faster improvements.

But, we do this as your guide. We don’t impose a particular patient system into your office. You are unique and what works for a doctor in Nebraska may not work for the same one in San Diego. We help you discover what works best for you and help your team get better at supporting you.

A good coach trains, advises, nudges, listens, counsels, teaches, and when possible, even does some of the work. And is this effective? You sure as hell bet it is! We have been doing this for nearly 30 years and those doctors that have worked with us know this to be true.

But the real reason for coaching is economics: bottom line, baby! Return on Invest. ROI. Studies show a pay back of 5 to 7 times on your investment. We have certainly seen this occur. (3)

Like chiropractic, good care doesn’t cost, IT PAYS. Health IS wealth. The same applies to education – and in particular – coaching. It doesn’t cost – it pays.

Seminars? Yes. Coaching? Hell yes! But books and webinars and mentors as well. A weekend of reading a book is a great investment.

In the end, you have to constantly study and learn to stay in the game. Success is, now more than ever, dependent upon constant never ending improvement. You have to do this just to keep up, let alone to get ahead.

And if you don’t – well, your community and patients will be seeking a healthcare office that is.

References
(1) Rule #9: Every man owes it to himself, his people and his service to go away about every so often. The more detail he has, the oftener he should go. The more worries, the more he needs to go. The bigger his work, the longer his vacation should be. – B.J. Palmer https://pmaworks.com/observations/2008/08/18/getting-away-rule-9/

(2) Leverage Points http://www.donellameadows.org/wp-content/userfiles/Leverage_Points.pdf , also: Eli Goldratt, The Goal

(3) BUSINESS IMPACT STUDIES

Research conducted by MetrixGlobal on coaching at a Fortune 500 company showed that coaching produced a 529% return on investment and significant intangible benefits to the business. Including the financial benefits from employee retention boosted the overall ROI to 788%.
A landmark study commissioned by Right Management Consultants found a return-on-investment of dollars spent on executive coaching of nearly 600%. Executives engaged in coaching reported increases in productivity, improvement in relationships with direct reports and colleagues and greater job satisfaction.
According to a study by the Manchester Consulting Group, organizational benefits from executive coaching include:

Improved Relationships 77%
Improved Teamwork 67%
Improved Job Satisfaction 61%
Improved Productivity 53%

An International Personnel Management Association survey found that productivity increased by 88 percent when coaching was combined with training (compared to a 22 percent increase with training alone).
Studies completed by the American Society for Training and Development showed a ROI of 5 times the cost of coaching.

BUSINESS PRESS EXCERPTS

“Many of the world’s most admired corporations, from GE to Goldman Sachs, invest in coaching. Annual spending on coaching in the United States in estimated at roughly $1 billion.” Harvard Business Review

“Coaches are not for the meek. They’re for people who value unambiguous feedback. All coaches have one thing in common. It’s that they are ruthlessly results-oriented.” Fast Company Magazine

“Business coaching is attracting America’s top CEO’s because, put simply, business coaching works. In fact, when asked for a conservative estimate of monetary payoff from the coaching they got….managers described an average return of more than $100,000 or about six times what coaching had cost their companies.” Fortune Magazine

“[A Coach] is part advisor, part sounding board, part cheerleader, part manager and part strategist.” The Business Journal

“Between 25 percent and 40 percent of Fortune 500 companies use executive coaches.” The Hay Group International

“Once used to bolster troubled staffers, coaching now is part of the standard leadership development training for elite executives and talented up-and-comers at IBM, Motorola, J.P. Morgan, Chase, and Hewlett Packard. These companies are discreetly giving their best prospects what star athletes have long had: a trusted adviser to help reach their goals.” CNN.com

“In a 2004 survey by Right Management consultants, 86% of companies said they used coaching to sharpen skills of individuals who have been identified as future organizational leaders.” Harvard Management Update

“A coach may be the guardian angel you need to rev up your career.” Money Magazine

http://transverseleadership.com/roi.html

Observations

observations from our travels in the world of chiropractic

Category Archives: chiropractic practice development