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Leadership can be thought of as a capacity to define oneself to others in a way that clarifies and expands a vision of the future. -Edwin H. Friedman
Stewardship goes hand-in-hand with improving your practice's profitability. You'll learn how to capitalize on both during Retreat II.

In Retreat II, you will present your clarified personal and professional visions - including your preliminary practice vision to the other doctors and spouses - for feedback, insight and further refinement. You'll gain an understanding of Stewardship of Wealth (principles for financial well-being) through the superb presentation of Doug Reese, MBA in Finance and President of Wealth Associates, Inc. He'll teach you several key processes for increasing the profitability of your practice or organization and bringing your vision into fruition financially.

Your Steward Team takes part in a separate session the first two days of this retreat. They connect with professional peers attending, plus key members of our Steward Team.

Your team will:
Gain a working understanding of Applied Strategic Planning (ASP) and how to use it personally and professionally.
Learn what it means to be a Steward of the practice.
Learn how to apply the Stewardship of Wealth to their lives.
Raise their desire to increase the success and profitability of your practice.

Next, you and your Steward Team will begin the focused work of ASP for your workplace. This will begin with safe, frank, facilitated dialogue about how you are currently doing as an organization. Then the conversation will turn to the future and your collective vision for the organization if it were the best it could be.

Create a new vision for yourself, your team and your organization and a solid plan for reaching your goals.
Gain greater understanding of stewardship and commitment.
Learn applied external marketplace analysis to attract the clients/patients you want.
Enhance and expand your vision for your practice through team member input that increases "ownership" and rewards for all stakeholders.
Begin a strategic business model to hone your practice into a series of "lines of business" each with well-defined systems.
Learn ideal day and week concepts that can increase production and net by at least 25%.
Draft energizing goals with objectives and learn the two critical planning elements that assure accountability: the Integrated Action Plan and the Balanced Scorecard.

Who Should Participate:
Doctors/Professionals and their spouse or significant other and all other Stewards or potential Stewards of your practice.

R.L. Frazer & Associates Faculty:
Dr. Bob Frazer; Irene Oldfather, RDH, Steward Team Member; and Doug Reese, MBA, Finance and President of Wealth & Associates, Inc.

Visit our Calendar for upcoming course dates and registration information.

" As a leader, I had the privilege of being part of a life-changing experience. An extraordinary vehicle for open discussion with our team about what we want out of our work. The vulnerability, the honesty, the sharing helped us get a clear vision. Finally, watching a young DDS's efforts pay huge emotional and monetary dividends. "

Dr. Mark Cook
Carbondale, CO

" Your insights have helped shepherd me on my "journey" to a practice of continual excellence. Your Strategic Planning Series was outstanding in providing tools to create and attain the vision that I have had in the back of my mind for several years.

As I think back on your ASP Series that I was involved with several years ago, I realize it was the beginning of a process that has allowed me to grow in the direction of my dreams. The thought progression and introspection gained through the series allowed me to clarify what I actually wanted in my journey. The methods you taught have proven invaluable not only in my practice, but other aspects of my life as well. I am thankful for your mentoring and friendship in my continuing pursuit of growth. "

Dr. Scott Logan
Huntsville, TX

" Your Applied Strategic Planning Series helped us get ready for a big transition as my soon-to-be partner, Todd Gruen, and I prepared to take over the practice of my partner at the time, Mickey Bernstein. As you know, Mickey has had a very successful practice and is President-elect of the American Academy of Cosmetic Dentistry. Todd and I were about to try to fill some big shoes. Your program helped us identify where we needed to focus and to clarify who WE wanted to be. The involvement of the whole team made this process so much more powerful. Thanks for all your help! "

Dr. John Whittemore
Germantown Dental Group
Germantown, TN
Personal Applied Strategic Planning
Retreat I
Retreat II
Retreat III
New Patient Experience Practicum
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