
Ed Petty
Petty, Michel & Associates
P.O.Box 170882
Whitefish Bay, WI 53217
March, 2010
Dear Doctor and Fellow Entrepreneur:
One question for you, loud and clear:
Who else wants to increase their business 10 - 20% in 2010?
There is no reason why you can't do that and more.
Many doctors who attended our seminars in 2009, in the midst of the Great Recession, did just that.
We have had many glowing responses since we launched our first boot camp in Minneapolis two years ago. We have taken it to Milwaukee, Chicago, and Boston where we received a standing last year.
One doctor from Boston wrote us: “I’m fired up. Loved the info on the 3-Goals concept and managing management and organization. Especially Dr. Peter’s motivation and purpose at the end. Best seminar I have ever been to.”
What makes these seminars different is their orientation: implementation. Designed by Petty, Michel and Associates, who have spent every week (aside from the occasional vacation) in different doctors offices since 1988, they are based upon the concept of practical application.
DOES IT WORK, WILL IT WORK FOR YOU,
AND WILL YOU AND YOUR TEAM DO IT?
AND WILL YOU AND YOUR TEAM DO IT?
These are tough questions and require and honest response if we are to be true to the chiropractic profession.
How many seminars have you been to, got excited, even bought the binders and books and came back to the office only to find that, two weeks later, everything was just the same.
We are not really a seminar company. We are managers and doctors that DO, not just talk. And we have decades of experience.
This years program includes 11 different classes over a 9 hour period. All in one day. High intensity training at its best.
“I don’t know what you guys did, but we are on fire..!”
Here is what you get:1. The 21st Century Practice - A new approach for a new era of practice development resulting in: more profit, better service, higher purpose -- (All attend)
2. Reclaiming the Joy Of Practice: Simple Keys to Turning Your Practice ON –
3. Procedures and Dialog to Nurture Lifetime Patients – 2 hour class
4. Chiropractic Philosophy for the Chiropractic Assistant
5. Powerful Practice Building Procedures for C.A.’s
6. More New Patients Part 1. Internal Marketing
7. More New Patients Part 2. External Marketing
8. Reimbursement Procedures - Part 1 The Basics. Setting up Patient Finances that Build a Practice
9. Reimbursement Procedures – Part 2. Billing, Collections & Coding Tips and Tricks
10. Your Future in Chiropractic. What lies ahead and how you can thrive. (All attend)
| 8:00 | Registration | |||
| 8:30 | Introduction | |||
| 8:45 | The 21st Century Practice - A new approach for a new era of practice success. | |||
| 9:45 | Break | |||
| 10:00 | Reclaiming the Joy Of Practice: Simple Keys to Turning Your Practice ON | Chiropractic Philosophy for the Chiropractic Assistant | More New Patients Part 1. Internal Marketing | Reimbursement Procedures - Part 1 The Basics. Setting up Patient Finances that Build a Practice |
| 12:00 | Lunch Break | |||
| 1:30 | Procedures and Dialog to Nurture Lifetime Patients | Powerful Practice Building Procedures for C.A.’s | More New Patients Part 2. External Marketing | Reimbursement Procedures – Part 2. Billing, Collections & Coding Tips and Tricks |
| 3:30 | Break | |||
| 3:45 | Your Future in Chiropractic. What lies ahead and how you can thrive. | |||
| 5:00 | End of Day Seminar | |||
Some details:
The 21st Century Practice. You will learn about the 3-Goals and the Practice Development Process. This is a new practice building process that methodically grows your business over the long term to its full capacity. You and your staff will learn simple procedures to grow and improve all aspects of your clinic.
Creating Lifetime Patients. Starting the New and Reactivated Patient on their Treatment Program.
Essential training for all doctors. A wonderful opportunity to review, analyze, and refine your own patient procedures.
- Consultation
- Exam/X-Ray
- Report of findings
- Adjustment 1
- Adjustment 2
- Care Class
- Table Talk
Expert Training for the Chiropractic Assistant - Ms. Phyllis Frase.

Essential training for anyone working on or near the front desk. Training on how to effectively process:
- Prospective new patients
- New patients
- Existing patients
- Collecting fees
- Advanced scheduling
- Unsticking and speeding up patient flow
- Generating referrals
- Providing extra-ordinary service
- Creating a fully scheduled day
Advanced Marketing Procedures with Mr. Ed Petty.

A MUST for your marketing coordinator. If you do not have someone delegated as your marketing coordinator, do so and have them get this training. Great for doctor owners and especially associate doctors, and all staff involved with marketing. NOTE: Fast paced.
- Marketing Management for consistent and recurring promotions
- Internal recurring procedures
- Internal special promotions
- External recurring procedures
- External special promotions
- Community Services
- Screenings procedures that work for doctors or staff
- Setting up lectures
- New patient lectures
- External talks
- Selling
- Setting up your own internal marketing dept. that produces
- Invisible marketing
Patient Finances: Billing, Collections and Patients Accounts with Mr. Dave Michel.

Essential training for anyone working with patient finances or in your Billing and Collections Dept.
- Setting up 1st financial agreement with patient
- Different types of payment plans
- Follow up financial agreements with patients
- Setting up office payment policies
- What is legal and not: HIPAA, MEDICARE, etc.
- How to handle claims adjusters and denials. Different types of cases.
- Accounts Receivable management
OUR FACULTY

Tom Potisk, D.C.
Dr. Tom has successfully run a group practice for 25 year and was voted Chiropractor of the Year in 2007 for Wisconsin.
He is being called the “down-to-earth” doctor because of his family oriented country lifestyle and his simplistic, practical, and easy to implement health advice. He is a graduate of Palmer College of Chiropractic. He has hundreds of hours of post graduate training and is certified in nutritional counseling and wellness. More on Dr. Potisk

J Peter Heffernan, D.C., DPhCS
Dr. Heffernan has been in practice in Waukesha, WI since 1975. For most of this time, he has operated a multi-doctor clinic. In his own words: "Private practice in Waukesha, 1975 to present. . . Upon graduation from Logan College of Chiropractic my wife Roseanne and I moved to Waukesha, Wisconsin with our one year old son, P.J. We opened the Bluemound Chiropractic Life Center on January 15th, 1976. The practice grew to 100 patient visits per day within one year. Over the next several years an associate was added and the practice grew to 500 visits per week. The practice became a Renaissance based practice in 1978 when new patients were accepted only after attending pre-care classes. The practice began to start 100 new patients per month from direct referrals and we quickly reached capacity. The practice has sustained itself as a non-advertising, direct referral, family based, non-therapy practice for 34 years. Currently the practice is called Heffernan Chiropractic Clinic. We have four full time chiropractors. The practice integrates segmental specific chiropractic adjustments delivered using the X.Y,Z coordinate system. Adjustments are integrated with rehabilitative spinal exercises, theraball exercises, and yoga classes.
Renaissance Seminar Instructor, 1979-1981
Board Member, Wisconsin Chiropractic Association Board of Directors, 1994-2001
Executive Director of Applied Spinal Biomechanical Engineering (A.S.B.E), 1986-1991
Prior to resigning this post, A.S.B.E. was being taught by seven instructors in over 60 seminar locations per year. My commitment was 20 weekends per year coupled with the management and maintenance of a full-time practice
Life Force Doctor, Recruitment program, Life University, 2009
More on Dr. Heffernan.
Phyllis Frase
Ms. Phyllis Frase is one of the foremost C.A. trainers in the country, and has been a team teacher for Parker Seminars since 1998. She speaks regularly for many state associations and chiropractic colleges. She is now a qualified PM&A consultant.More on Phyllis Frase.

Mr. Dave Michel and Mr. Ed Petty
Dave and Ed are celebrating 22 years of partnership in helping chiropractors grow their businesses. Dave and Ed built the longest standing consultancy of its type in the U.S., specializing in on site services and customized practice building programs. With clients around the country, each week they are in doctor’s office’s working on practice development projects. From start-ups to group practices and multi-state clinic corporations, they have gotten results and continue to do so.
More on Dave and Ed.
SEMINAR DATES AND LOCATIONS
Minneapolis, MN - Thursday, April 22, 8:30 to 5
Crowne Plaza Hotel
2700 Pilot Knob Road
Eagan, MN 55121 (800) 593-5708, (651) 454-
3434 (Close to Minneapolis St. Paul Intl. Airport
(MSP) and the Mall of America) LINK
Milwaukee, WI - Thursday, May 20, 8:30 - 5
Best Western Midway Hotel - Brookfield
1005 S. Moorland Road
Brookfield, WI 53005
Phone: 262/786-9540
Web Site: Link
Boston, MA - Thursday, September 23, 8:30 to 5
Crowne Plaza Boston-Natick
1360 Worcester St.
Natick, MA 01760
Phone: (508) 653-8800
Web Site: Link
Chicago, IL- Saturday, October 16, 8:30 to 5
Crowne Plaza Hotel
Glen Ellyn-Lombard
1250 Roosevelt Road
Glen Ellyn, Il 60137
Book Hotel Reservation
Web Site: Link
or call:1 (877) 227-6963
Hotel Front Desk: 1-630-6296000
FEE
$395 at the door -- $195 in advance
If you have been a client of PM&A before, or attended one of our seminars before, your fee is 50%. Also, bring a guest and they pay 50%.
Evening Bonus classes: $65 each, $120 for two or more. All include staff and doctor.
REGISTER HERE BY Using our confidential fax back Registration Form.

Fee includes all staff and associates for one office.
.......to see what happened at our last 3 Goals Chiropractic Seminar, go here and here.
Here are some more comments from our last seminar:
“I don’t know what you guys did, but we are on fire! Heather loved Phyllis and sold THREE PREPAYS this morning!” “We had two new patients come in with a guest. All three became new patients, prepaid, and left with full appointments. I ended up with an additional 96 visits scheduled”.
“Dr. Peter was fabulous. - VERY INSPIRING.” – Dr. B
“The information was inspiring, and gave me a renewed sense of life and energy. My ability for patient education, consultations, ROFs, workshops, and creating healthier patients has all improved.”
“Seminar was so good, just wanted more of it.” – C.A.
“Hi Phyllis! I just wanted to write a quick email to say great seminar i really enjoyed myself and it looks like you got my new CA all pumped up. She seemed very inspired when i left her. Also tell Ed I REALLY enjoyed his session and was so motivated i came right back to the office, booked 2 new referral patients AND set up a workshop and a Screening!”- Gina
“Learned new procedures for financial consultations. The information was EXTREMELY useful.”
“I learned about the individual departments in our office, learning what areas are strong and what are weak and what to do to make them better. I liked seeing our staff/team members gain knowledge to bring back to the office.” Dr. A
“Liked the information on consultation and report of findings. Dr. Peter gave us tools to use in office. All pieces of the puzzle are coming together.” Dr. D
“I learned how to become the doctor’s support system, handle the new patient, cluster book, recall, and learning that I have the power to lead the patients instead of the patient leading me.”
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