TBL COMPREHENSIVE SERIES®

The Ultimate Practice Management Course

GROUP PRACTICE

North America #15 (USA & Canada)

TERRY A. SELLKE, D.D.S., M.S., DIRECTOR

Professor, Co-Clinic Director, Master Clinician - University of Illinois at Chicago (Ret. 2006)

Private Practice for over 30 years in Antioch and Grayslake, Illinois

THE BOTTOM LINE

Successful Strategies for Private Practice Orthodontics®

1701 Lake View Terrace · Libertyville, IL 60048 · (877) ORTHO34 · (847) 223-2836

Fax: (847) 223-2807 · ·

1). THE BOTTOM LINE COMPREHENSIVE SERIES® - North America-15:

Due to the intense individualized attention given each practice, classroom size is limited.

“NA-15” Dates and Locations:

Session I:Getting Started – 21 hours CE

August 31 - September 4, 2011 (Wednesday to Sunday)

Classroom: August 31 – September 2

Private Consultations: September 3 - 4

Grayslake, Illinois

*NEW! Your registration fee includes a separate staff Monthly Report Training at our office for two key staff. Date TBD.

Session II:Setting Up For Practice Success – 17.5 hours CE

November 30 – December 3, 2011 (Wednesday to Saturday)

Classroom: November 30 – December 2

Private Consultations: December 2 - 3

Grayslake, Illinois

(Separate consultations with Dr. Sellke & marketing experts)

Session III:Getting Your Staff on Board – 17.5 hours CE

February 2 - 4, 2012 (Thursday to Saturday at noon)

No Private Consultations

Dr. Sellke & His Staff Will Share Their Systems With You and Your Staff! (Fee includes participation by 5 staff – others may attend for an additional fee. Day 3 is ½ day, allowing you to conduct a private staff retreat immediately following the Session. You’ll learn why this is important!)

Chicago, Illinois – ADA Building

Session IV:Putting It All Together – 14 hours CE

June 7 - 10, 2012 (Thursday to Sunday)

Classroom: June 7 - 9

Private Consultations: June 9 - 10

Lake Geneva, Wisconsin (It’s your graduation!)

*Private consultations with Dr. Sellke as well as financial experts specific to the country that you live in (i.e. separate Canadian and American experts).

AGD Joint Program Provider Statement:

This activity has been planned and implemented in accordance with the standards of the Academy of General Dentistry Program Approval for Continuing Education (PACE) through the joint program provider approval of 3M Unitek and The Bottom Line: Successful Strategies for Private Practice Orthodontics®. 3M Unitek is approved for awarding FAGD/MAGD credit.

THE BOTTOM LINE (TBL) COMPREHENSIVE SERIES

Successful Strategies for Private Practice Orthodontics®
1701 Lake View Terrace  Libertyville, IL 60048
(877) ORTHO34  (847) 223-2836  Fax: (847) 223-2807

WHAT YOU NEED TO KNOW ABOUT THE

“TBL” COMPREHENSIVE SERIES®

The Bottom Line Comprehensive Series® (TBL) concepts have been developed over 30 years to teach proven business principles to orthodontists around the world. Whether you are just out of school and need guidance setting up your practice or you are so busy that you are fighting “burnout”, TBL is THE best practice management course for you. You won’t be told what to do. Instead, you will be asked to outline your needs and desires. Over the course of the year, you will be given the tools to achieve your personal goals based on proven business principles.

The Bottom Line Comprehensive Series® has been “staged” into four sessions so as not to overwhelm the doctor/staff/spouses. Taking the big picture and breaking it down into bite-sized pieces allows each practice to apply TBL principles. Past attendees have consistently grown their practices 20% – 200% during the first year while simultaneously reducing their time at the chair by up to 60%. This goes straight to the “bottom line”! Learn how to maximize your return on investment, schedule to run on time, and create a worry free, fun environment. Hmmm…how much is it worth to have a great day…every day?

An overview of the four sessions follows. To maximize your benefit, each session will have “homework” to be done before the start of the next session.

Session 1 – Getting Started (21 hours continuing education credits):

  • The Power of Vision: Setting Personal and Practice Goals and Achieving Them with the Help of Empowered Staff
  • Developing Business Plan for Your Practice (Your Roadmap to the Future)
  • Effective Scheduling: Working LESS to Accomplish MORE While Running on Time
  • Putting FUN into Your Practice
  • Introducing the One - Step Exam/Consultation
  • Dentist Referral Development
  • Advanced Data Gathering, Analysis, and Use (The Sellke System – Not available through any other source)
  • Advanced Data Gathering, Analysis, and Use: Part 2 - NEW!
  • This program is at our office and in addition to the 4 Comprehensive Series sessions. The intent is to teach 2 of your key people the TBL Monthly Reporting System. This is a staff task (NOT the doctor’s) so we will set dates convenient to the group for staff to be trained at our office. This special session will occur between Sessions 1 and 2.
  • Planning for Growth…BEFORE You Create It
  • Introduction to Financial and Retirement Planning: How Much is Enough?
  • Improvement of Practice Efficiencies Via the Latest Technology
  • Private Consultation with Dr. Sellke to Develop Your Personal/Practice Plan & Goals

Privilege
Session 2 – Setting Up For Practice Success (17.5 hours continuing education credits):

  • Developing a Mentality for Change
  • Refine and Complete Your Practice Plan
  • Putting Systems and Protocols to Work
  • You are given all of Dr. Sellke’s manuals and protocols in Hard Copy & CD-Rom. This makes adapting them to how YOU practice easy.
  • Enhancing Productivity so that You Can Grow While Working Less
  • Creation of a Comprehensive Marketing Plan: Why and How
  • How to Hire and Keep Great Staff
  • How to Hire for Life
  • Training for Excellence and FUN!
  • Team Building
  • Staff Retention
  • Incentive Plans that Really Work
  • How to Make Every Day a Good One
  • Private Consultation with Dr. Sellke
  • Private Consultation with experts in the field of marketing. Use of their products and services is optional.

Session 3 – Getting The Staff On Board (17.5 hours continuing education credits):

  • Session 3 is all about staff buy-in, staff motivation, and staff empowerment (they do the work to make a shared vision reality). At the end of Session 3 the staff (and the doctor’s spouse) will clearly understand the doctor’s vision and their role in making it reality.
  • Up to 5 staff/spouse (per practice) are included in the registration fee. Session 3 runs for 2 ½ motivational and educational days. Day 3 is organized to give each practice the afternoon to conduct a staff meeting to take full advantage of what they have learned together.
  • Dr. Sellke and his team lead discussions reviewing key concepts from Sessions 1 and 2.
  • Every practice and every group will get its needs met during this energizing and interactive program.
  • Only some of the Key Topics:
  • The Power of Teams
  • The Power of Information
  • What is Legendary Service?
  • The Role of Vision & Developing a Comprehensive Plan to Achieve It
  • Scheduling to Run on Time (no stress) While Maximizing Productivity and Quality
  • Tracking Key Practice Statistics and What To Do with Them
  • Why Do Marketing and Who Does What
  • One-Step Exam/Consultation
  • The Keys to Hire, Develop and Retain Great Staff
  • How to Match Personality to the Right Job
  • Excellence: What is it Really?
  • Honest and Motivating Staff Evaluations
  • Incentive Plans That Work
  • Maintaining Momentum/Motivation
  • Staff Retreats
  • Training – Tricks of the Trade

Session 4 – Putting It All Together (14 hours continuing education credits):

  • Review, Refinement, and Updating of Goals, Practice Plan and Systems
  • Let’s talk mechanics! Treatment Efficiencies that Increase Productivity and Profitability
  • Making Your Staff Retreats More Effective
  • How to Keep It All Together
  • Review of Your (Practice and Life) Goals: Are You Better Off than One Year Ago?
  • Wealth Accumulation…and What to Do With It!
  • Critique of TBL: How Can It Be Improved?
  • Private Consultation with Dr. Sellke
  • Private Consultation with experts from your country on tax planning and wealth accumulation

THE “TBL” MOTTO:

Learn. Apply. Refine. Repeat as Necessary. Failure is NOT an Option.

SOME RECENT TESTIMONIALS REGARDING

THE BOTTOM LINE COMPREHENSIVE SERIES®

Successful Strategies for Private Practice Orthodontists

Dr. Bryon Kozak – Kenosha, WI
Terry and Dee,

I sincerely appreciate your commitment you both have made to changing my life. As a recent graduate with big business dreams but little business know-how I have found the Bottom Line course to be full of enlightening information and material.
When opening my office in June of 2001, I thought "If I build it, they will come". And they did come; slowly. As time went by more patients came with some starting treatment and some not starting treatment. My continuous dedication to the office paid off as more and more patients began treatment. But things weren't what I thought they would be. I was working more hours with very little improved results. Headaches increased because of stress from managing the office, the staff and patients, while playtime decreased.
I attended the one-day Bottom Line Course which started to change me around and give me focus. Soon after I enrolled in the comprehensive course.
Now, after the third session and only six months after starting your course my systems are in place for increased growth. How I handle new patient phone calls, accounts receivables, new employee hires, exam/cons, patient flow, scheduling, and tracking has all been modeled from your course material. As much as you say patients seen in a day aren't the best measure of success, I went from seeing 2-3 patients a day a year ago to seeing 43 patients just today! Now, however, no headaches, no stress, and less work.
My wife used to complain because I spent too much time doing office "stuff". Now she's so excited from attending your course she can't wait until I do more of it. Except now, I'm actually doing less. Thanks for teaching me "Gung Ho!" and offering your material in learning to let employees lead. You've certainly created a course that is unlike any others. It's real, it's applicable, it's comprehensive, and most of all it changed the direction of my practice and subsequently my quality of life.
Thanks for all you've done. I can't wait until the next session.

My sincerest regards, Bryon Kozak

Dr. Tim Glupker – Holland, MI

I have been in practice 16 years and have had several of the top orthodontic consultants evaluate my practice, along with attending many conferences, workshops and courses, some very intensive. I think we all would like to realize our "dream" practice but with our many "life" commitments it at times seems overwhelming to address all the facets of practicing orthodontics.

Here is where The Bottomline course stands out because Terry is all about creating a life of balance. This course goes beyond just the goals of your practice, although you will get plenty of that. Terry will help create an avenue to establish balance in light of family, friends, charities, finances, etc. The Bottomline course will assist you in evaluating all aspects of your practice and put into place a practice plan to set and reach your goals.

A practicing orthodontist for 30+ years and an instructor at The University of Illinois, Terry at one time or another has utilized most of the orthodontic "gurus," as well as many top business consultants nationally. What does this mean for you? You get the "meat" of this information after Terry has evaluated, tested and synthesized it. You can spare yourself a lot of trial and error on what works and what doesn't because quite honestly Terry has done that for you. Terry's own cutting edge information fills several notebooks, which you have as a reference for years to come. This is a comprehensive course, but if you take the time and make the effort your practice and life will realize a significant return on investment.

Terry and Dee are great hosts along with their staff. They make it an enjoyable experience. You will also enjoy the comradery of fellow attendees and glean much insight from them. I highly recommend you "Just do it!"

Tim Glupker

Dr. Bill Beam – Oak Park, IL

Dear Terry and Dee,

We experienced a 35% jump from 2004 to 2006 (our Bottom Line Course wrapped up 11/04). A 35% jump for a practice our size in a time when most other practices are flat is no small feat. Our team was the “Secret” to our success. TBL provided the tools and enabled Rick and I to develop the vision to enable some huge changes. One-step exams, scheduling templates and timing, tracking, TTPs, peer-reviews, Terry supporting me in a consultation as I was trying to convince Rick to make a big technology investment – the list goes on and on. And the benefits are more than monetary. While you can say a schedule that enables you to run on time is great internal marketing, the reduced stress in the office is just as valuable.

I’d like to thank both of you for a life-changing experience!

Bill Beam

Dr. Kirk Davies – Waukesha, WI

Dear Colleagues:

I have just completed The Bottom Line Comprehensive Course and am extremely satisfied with the knowledge I gained, the friendships that have developed, and the confidence I have in myself and the practice.

I was out of school for 2 1/2 years when I signed up for the course. What a perfect time to do so. I don't know your situation but mine was one of hard work, long hours, and steady but not spectacular growth. The steady and not spectacular growth was probably a good thing because my systems and facility would not have been able to handle it at the time. I was frustrated with staff, even though many were good hardworking people, they just didn't have the right leadership or know what I knew. I needed to share with them my vision, my idea of where we needed to go! Before that even I needed to write down what I wanted and where I thought I wanted to go. The Bottom Line Course has been the best tool I have seen, read about, or tried since going out into practice.

At the time I signed up even my wife thought the price was way too steep, especially since we were working hard just to climb out of debt. She and I both now agree that this course is the best value out there. Don't tell Terry, but the course is worth two to three times what he charges for it. Like anything else, you will get out of it what you put into it. Terry will teach you things and connect you with the right people which will save you well over twice the cost of the course, and that is in the first year, imagine what that will be over the course of a career. The biggest advantage has been my greater ability to train and delegate tasks to those hard working good employees that I have and let them lead. I now leave the office at the end of the day and don't come back to finish up things later that night. I spend almost no time at the office on weekends, and my wife and young son love it. Thru better scheduling techniques I am able to do a 3 or 3 1/2 day work week and still increase my practice 25% this year. I guess that also says how inefficient I was before.

The other best thing about the course is the friendships you will make with some great people. In my case being the youngest of the group, I picked up tips from some very successful people. These tips usually started out with the phrase...."When I was at your stage in practice I should have done....." What a great thing, to learn from very successful practices what works and most importantly when to apply those techniques.

Just because you take the course everything will not come up roses. There are staffing issues, facility issues, growth issues which all can be distressing. With the knowledge you have and the contacts you have made, you will much more easily handle these fires and put them out. If your concern is that the course costs too much I will tell you it is my opinion that that is false economy, it will cost you more if you don't take the course. If you tell me you don't have the time, that tells me you need to take the course so you do have the time for the important things in life.

This course will change your life (not just your office) for the better!

Sincerely, Kirk Davies

Dr. Robert L. Waugh – Athens, GA
Dear Terry,

Having returned form the fourth and final meeting of the Bottomline Comprehensive Course, I wanted to formally thank you for providing an enriching and thoughtful program. It was a special year for my practice and your course will be remembered as a milestone in the "good" choices that I have made during my professional career.
It is refreshing to have a course with a knowledgeable speaker who takes such a genuine interest in the specific details of my practice. Rather than a cookbook consulting approach, you listened to my concerns and questions and tailored an individualized plan for me. Moreover, you were there to hold me accountable at subsequent meetings and were available for those inquiries between sessions. I didn’t expect to be developing a mentor relationship, but I am now convinced that "mentoring" is exactly what took place.
Your openness to sharing information and advice with our group punctuates your always generous attitude and approachable charm. Thank you again for developing the courses with this comfortable environment for discussion in mind.
Regarding the impact of the course on my practice, I can only say it must have been divine guidance that steered me your way. Merging my office with another orthodontist in Athens this year was the last thing on my mind when I signed up. Combining the two practices then required a comprehensive review of all practice systems and you provided the perfect structure for this task. My practice valuation soared just in time thanks to your resources. I cannot put a value on the long-term impact of my involvement with the Comprehensive Course.
Once again, thank you for mentoring me in the business principles of Orthodontics. I will always appreciate your hospitality at the four sessions of the Bottom Line Comprehensive Course and will treasure the friendship we share. Let me know if I can ever help you in any way.