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Hosts Dr. John Reuter and co-host Dr. Kendall Price share a practical four-part plan for chiropractic practices preparing for year-end and Q1 2027: care for the team, strengthen the business, plan taxes with a CPA, and review marketing. They also show how seasonal patient events and community giving can make the practice experience more memorable.
Keywords
chiropractic practice management, year-end planning, practice marketing, tax planning, team appreciation, patient engagement, practice growth
Key topics
Dr. Kendall Price lays out four planning categories: self, practice and team; business; taxes; and marketing.
Plan team appreciation early, from gifts and bonuses to holiday dinners or gatherings that suit the team's style.
Avoid coasting or postponing business decisions until January; use the remaining year to set goals and implement plans.
Review leads, patient arrivals and care-plan starts, then use KPIs and year-to-date results to guide marketing decisions.
Price compares marketing to investing: consistency and long-term averages matter more than reacting to short-term fluctuations.
Discuss tax planning with a qualified CPA before year-end; Price mentions Section 179 and prepaying services as topics to review with a tax professional.
Consider practical practice improvements, such as equipment or refreshing the office environment, when they fit the plan.
Create memorable patient experiences through seasonal events, including pumpkin-pie giveaways, ugly-sweater contests and a community giving tree.
Reuter describes how his team supported him through burnout and emphasizes recognizing the people who help sustain the practice.
Takeaways
I'm gonna put this into four categories.
The best time to do it was a year ago. The next best time is right now.
You have to move with speed and intentionality.
If you don't have the data, you're just reacting based on emotion, based on gut feeling, and based on vibes.
You need to base decisions on numbers, on metrics.
What we care about is the averages.
Have fun with your patients.
Make sure you're having fun in your practice.
Key frameworks
Four year-end planning categories: self/practice/team, business, taxes and marketing
Attraction, retention and conversion of patients
Marketing performance tracked through leads, office visits and care starts
Sound bites
"The next best time is right now."
"Have fun with your patients."
"give back to your community"
Chapters
00:00 Why November is the time to prepare for 2027
02:05 Four categories for year-end practice planning
03:07 Set goals now instead of coasting into January
04:33 Tax planning and year-end purchases to discuss with a CPA
06:07 Why successful practices make decisions quickly
09:06 Use KPIs, not vibes, to choose your next moves
11:03 Measure marketing and give it time to work
12:01 Review taxes, business investments and the office environment
14:23 Recognize your team and make the holidays enjoyable
15:58 Use patient events and giving to build community
This episode emphasizes the importance of supporting and investing in your state chiropractic association. Dr. John and Dr. Kendall discuss how these organizations protect your rights, foster community, and drive professional growth, especially for subluxation-based chiropractors.
Keywords
chiropractic, state associations, professional growth, community, advocacy, subluxation, chiropractic politics, Illinois, COVID-19, lobbying
Key topics
The role of state associations in legislative advocacy
The importance of community and camaraderie among chiropractors
How associations help during crises like COVID-19
Differences between large and small state associations
The impact of funding and resources on association quality
Encouraging chiropractors to get involved and give back
The significance of subluxation-based organizations
Strategies for strengthening local chiropractic communities
Takeaways
Supporting your state association helps protect your practice rights.
Community and camaraderie are vital for chiropractor well-being.
Involvement in associations can influence legislation and policy.
Small, subluxation-based associations are powerful and resourceful.
Active participation ensures the organization serves its members effectively.
Sound bites
"We protect your billing and your rights"
"You're not alone in what you're going through"
"Support your state association to protect your practice"
Chapters
00:00 Introduction and episode overview
02:04 Legislative protection and advocacy during COVID-19
04:55 Voluntary nature and skin in the game in associations
07:20 The quality of conferences and education in associations
08:19 Finding and supporting subluxation-based organizations
09:40 The role of leaders and big names in chiropractic
11:56 Growth and self-improvement within associations
12:54 Getting involved to improve your community
15:47 The impact of lobbying and funding during COVID-19
16:51 Call to action: support your local association
This episode explores the importance of service over revenue in chiropractic practice, emphasizing how reconnecting with the core purpose can lead to greater success and fulfillment.
Keywords
Chiropractic, Service, Revenue, Practice Management, Patient Care, Burnout, Leadership, Mindset, Business Success
Key topics
The importance of service over revenue in practice
How burnout affects chiropractors and solutions
Recalibrating practice focus towards patient care
Using team culture and communication to reinforce service
The role of leadership and mindset in practice success
Takeaways
Focusing on service helps prevent burnout and increases fulfillment.
Recalibrating your practice around patient care can improve outcomes.
Celebrating wins and sharing success stories boosts team morale.
Aligning your practice with core values attracts more patients.
Taking time for introspection can realign your purpose and passion.
Sound bites
"Money is not evil, the love of money is."
"The more disciples you create, the more your practice grows."
"Caring for your team and patients is acts of service."
Chapters
00:00 Introduction: The importance of service in practice
00:24 Balancing service and revenue in entrepreneurship
01:20 Reigniting the fire for patient care
02:00 Making decisions based on values and service
03:45 The impact of focus on patient care and practice success
06:10 The role of systems and over-delivering in service
07:25 Burnout signs and the importance of service-centered practice
10:20 Creating a culture of service and celebration
15:01 Using internal communication to reinforce wins
21:25 Signs of burnout and how to recover
23:25 The power of service in transforming practice and life
Summary
In this episode, Dr. John Reuter and Dr. Kendall Price explore the importance of coachability, adaptability, and effective implementation in building a successful chiropractic practice. They discuss how embracing change and learning from experience can lead to sustained growth and success.
Keywords
coaching, adaptability, practice growth, implementation, chiropractic success, business systems, self-reflection, digital marketing, leadership, continuous improvement
Key topics
The importance of coachability and listening to advice
Adapting to changing industry landscapes and technology
The difference between practice and business systems
The significance of self-reflection and continuous learning
Strategies for effective implementation and follow-through
The analogy of the practice as a duck with paddling feet
Overcoming analysis paralysis and taking action
The importance of foundational systems before scaling
Building trust and rapport with patients and staff
The mindset shift needed for long-term success
Takeaways
Coachability is the key to adapting and thriving in a changing industry.
Successful practices focus on implementing systems, not just ideas.
Self-reflection helps identify disjointed areas in practice and business.
Building a solid foundation is essential before scaling.
Embrace change and take calculated risks to grow.
Sound bites
"If you're not willing to be coached, you won't succeed"
"Chaos can be tamed with filters and discipline"
"Your practice is the duck, the business is the feet"
Chapters
00:00 Introduction and episode overview
00:28 Defining coachability and its importance
01:07 The success difference between coachable and non-coachable practices
02:07 Adapting to industry changes and avoiding complacency
03:12 The chaos of entrepreneurship and the need for filters
04:34 Processing information and overcoming analysis paralysis
05:33 Building Rome one step at a time
06:30 Implementation challenges for veteran doctors
08:00 Taking leaps of faith in new initiatives
09:13 The importance of systems and execution
10:37 The practice as a duck and the business as paddling feet
12:20 Stabilizing the foundation before scaling
14:43 The role of filtering and tweaking systems
15:40 Self-reflection and continuous learning
16:36 Creating margin in life, practice, and business
17:42 Distinguishing practice from business
18:39 Investing time in all aspects of practice and business
19:15 The value of self-evaluation and learning from success
20:15 Encouragement to implement and engage
21:13 Closing remarks and call to action
In this episode, Dr. John Reuter and Dr. Kendall Price discuss strategies for chiropractors to effectively plan for the fourth quarter and set up for success in the new year. They emphasize the importance of mindset, team management, financial review, and long-term goal setting.
Keywords
chiropractic practice, business planning, team management, financial strategy, goal setting, burnout, marketing, practice growth
Key topics
Quarter 4 planning and strategy
Team ownership and responsibility
Financial review and budget optimization
Long-term goal setting and vision
Burnout prevention and motivation
Marketing review and ROI analysis
Importance of team culture and accountability
Adjusting goals based on realistic expectations
The power of small tweaks for big results
Maintaining passion and purpose in practice
Sound bites
"Small tweaks can have the biggest impact"
"Not having crucial team conversations costs money"
"Practice growth is a long-term process"
Chapters
00:00 Introduction and episode overview
02:28 Aligning your vision with your daily actions
03:26 Financial review and cutting wasteful expenses
04:34 Setting long-term goals and making small adjustments
05:02 The impact of team ownership and responsibility
06:58 The value of having honest conversations with your team
07:56 Identifying and developing A, B, and C players
09:20 The cost of not having crucial team conversations
10:39 Revising goals to match reality and capacity
11:09 Focusing on service and purpose over ego
12:52 Celebrating long-term patient relationships
14:19 Staying present and appreciating current patients
16:12 Reigniting passion and purpose in your practice
18:44 Reflecting on success and building for the future
19:52 Understanding the long-term nature of practice growth
21:06 Analyzing past marketing efforts for future success
22:28 Budgeting and ROI analysis for marketing strategies
23:23 Thinking long-term and building for the future
24:50 The importance of vision and purpose in entrepreneurship
25:07 Closing thoughts and encouragement for practice owners
In this episode, Dr. John Reuter and Dr. Kendall Price discuss how to build a practice that can run independently of the owner. They share practical strategies for systematizing operations, creating SOPs, and developing leadership within your team to achieve greater practice freedom.
Keywords
chiropractic practice, systems, SOPs, team leadership, practice management, automation, training, delegation, KPIs, practice growth
Key topics
Importance of systems and SOPs in practice management
Step-by-step process for creating effective SOPs
Using AI tools to automate and document tasks
Training team members for independence and accountability
Tracking KPIs to optimize practice performance
Building a leadership culture within the team
The importance of documentation for onboarding and training
Testing your practice's independence by leaving for 30 days
Chapters
00:00 Introduction and topic overview
00:30 The importance of dialed-in systems for practice growth
01:25 Scaling with an associate and systematizing operations
02:11 Key steps to successfully onboarding a new team member
04:23 Creating SOPs through team member role documentation
05:51 Using AI to automate and streamline tasks
07:36 Training manuals and granular documentation for onboarding
08:34 Handling practice challenges through documentation and systems
11:21 Rapid onboarding of new associates with systems in place
12:53 Tracking KPIs and building a management culture
17:45 The ultimate test: leaving your practice for 30 days
22:28 Practice as an asset and the importance of systems
25:07 Personal experiences with practice transition and independence
26:34 Creating leaders through ownership and accountability
27:16 Closing remarks and resources for chiropractors
In this episode, Dr. John Reuter and Dr. Kendall Price explore the complexities of growth in chiropractic practices, emphasizing the importance of aligning growth with personal and business vision, and the pitfalls of scaling too quickly.
Keywords
chiropractic practice, business growth, scaling, practice management, entrepreneurship, revenue, profit, multiple clinics, leadership, work-life balance
Key topics
The impact of growth on personal life and practice quality
How to evaluate if growth is the right next step
The importance of understanding profit margins and cash flow
Challenges of scaling multiple clinics successfully
Leadership and systems needed for multi-location practices
The role of vision in guiding growth decisions
Work-life balance considerations for practice owners
The significance of hiring the right team and systems
Takeaways
Growth can negatively impact life if not aligned with personal vision
Understanding profit margins and cash flow is crucial before scaling
Most successful multi-location practices are run by CEOs, not clinicians
Scaling should be done with strong systems and leadership in place
Regularly revisiting your vision helps stay on track
Family time and personal life should guide growth decisions
Hiring the right people and systems is key to successful expansion
Growth should be intentional, not just for revenue increase
Sound bites
"Growth can shoot you in the foot because we get hungry"
"Understanding profit margins and cash flow is crucial"
"You only scale as far as your best team member"
Chapters
00:00 Introduction to growth challenges in chiropractic practices
02:20 The importance of aligning growth with personal vision
03:44 Understanding profit margins and cash flow
04:38 The pitfalls of expanding multiple clinics
07:04 Skills required for practice growth and scaling
08:33 The role of leadership and systems in multi-location success
10:33 Balancing growth with family and personal life
13:27 The importance of vision and recalibration
15:03 Final thoughts on intentional growth and staying present
In this episode, Dr. John Reuter and Dr. Kendall Price discuss the importance of viewing revenue as a vanity metric and focus on profitability and systematizing financial management in chiropractic practices. They share practical strategies for managing overhead, marketing investments, and tracking financial data to maximize practice success.
Keywords
chiropractic practice, revenue, profit margins, overhead management, marketing ROI, financial systems, practice growth, profitability, practice management, business systems
Key topics
Revenue as a vanity metric
Profit margins and overhead management
Macroeconomic impacts on practice growth
Strategies for reducing overhead costs
Using data and AI tools for financial analysis
Balancing growth expenses with operational efficiency
Marketing as an investment, not an expense
Systematic financial review routines
Takeaways
Revenue should not be the sole success metric in a practice.
Understanding and managing overhead is crucial for profitability.
Use data analysis tools to identify and cut unnecessary expenses.
Marketing should be viewed as an investment that drives growth.
Regular financial review routines help maintain control over expenses.
Practice owners should differentiate between growth and operational expenses.
Making strategic decisions about office space and investments impacts long-term profitability.
Creating a system for tracking financial metrics leads to better decision-making.
Chapters
00:00 Introduction to revenue as a vanity metric
00:29 Why focusing only on revenue can lead to burnout
01:28 The impact of macroeconomics on practice growth
02:50 Adjusting practice growth strategies in changing markets
04:07 Overhead management and the challenge of scaling
05:34 Clawing back expenses and managing marketing spend
06:43 Differentiating growth expenses from operational costs
08:15 Making strategic office space and investment decisions
10:13 Creating a system for financial tracking and analysis
15:03 Using AI and data tools to optimize expenses
20:01 The importance of routine financial review
21:10 Practical tips for expense reduction and efficiency
Summary
In this episode, Dr. Kendall Price and Dr. Mark Mao discuss the importance of maintaining a lean practice, the role of personal touch in chiropractic care, and how virtual assistants can revolutionize practice management. They explore the benefits of hiring overseas virtual staff, the importance of systems in hiring, and how to leverage technology while preserving the human element.
Keywords
chiropractic practice, virtual assistants, hiring, practice management, systems, personal touch, overseas staff, team building, AI, compliance
Key topics
The importance of a lean practice and avoiding bloat
The impact of COVID-19 on practice growth and culture
The limitations and potential of AI in healthcare
How virtual assistants can save costs and improve efficiency
The process of hiring and assessing virtual staff
Compliance and regulation considerations for overseas staff
Building a strong team culture with virtual support
The financial benefits of virtual staff compared to local hires
Takeaways
Maintaining a lean practice is crucial for efficiency and quality of life.
Personal touch remains vital in chiropractic care despite technological advances.
AI is not yet capable of replacing the human element in healthcare.
Virtual assistants, especially overseas, can significantly reduce costs and increase productivity.
A systematic hiring process, including assessments, improves the quality of virtual staff.
Compliance and proper onboarding are essential when hiring overseas virtual staff.
Building a positive team culture with virtual support enhances retention and service quality.
Practices can save thousands of dollars annually by using virtual staff instead of local employees.
Sound bites
"Chiropractic is always going to be personal touch."
"AI can't replace the innate intelligence inside of us."
"Hiring the right virtual staff saves time, money, and stress."
Chapters
00:00 Introduction and guest overview
00:33 Dr. Mao's background and practice overview
02:45 The importance of a lean practice
04:22 The role of personal touch in chiropractic care
05:08 AI in healthcare and its limitations
07:29 Introduction to virtual assistants and their benefits
08:04 The genesis of Cairo Matchmakers
09:24 How virtual assistants are selected and assessed
10:48 The cost-effectiveness of virtual staff
12:11 Building a positive team culture with virtual staff
13:18 The importance of proper hiring systems
16:07 Testing and assessing virtual staff
18:00 Local vs overseas virtual staff
21:01 Compliance and regulation considerations
23:54 The value of virtual staff in practice management
27:16 Final thoughts and contact information
In this episode, Dr. John Reuter and Dr. Kendall Price explore the differences between lifestyle and growth chiropractic practices. They discuss how to define your practice goals, the challenges of each approach, and how personal life stages influence practice decisions.
Keywords
chiropractic practice, lifestyle vs growth, practice management, business strategies, work-life balance, chiropractic success, practice growth, practice lifestyle, entrepreneurship, chiropractic tips
Key topics
Differences between lifestyle and growth practices
How personal life stages influence practice choices
Strategies for building a profitable practice
The importance of defining practice goals
Challenges of scaling a chiropractic business
Work-life balance in chiropractic
The role of systems and leadership in growth
Financial considerations and profit margins
Practice planning for long-term success
Sound bites
"Your life stage should influence your practice goals."
"Revenue is often sixth or seventh on your list."
"Ask yourself if the juice is worth the squeeze."
Chapters
00:00 Introduction to Practice Types and Goals
01:19 Personal Stories and Practice Aspirations
02:28 Defining Lifestyle Practice Characteristics
03:49 Growth Practice Dynamics and Volume
05:10 Life Stages and Practice Goals
07:29 Aligning Practice with Personal Values
09:16 Vision Casting and Future Planning
11:13 Priorities Beyond Revenue
13:23 Challenges of Scaling Practices
15:29 Importance of Clarity and Planning
17:55 Investing in Systems and Leadership
19:58 Advice for New Chiropractors
21:25 Practice Growth and Personal Fulfillment
23:56 Planning for Retirement and Practice Transition
24:33 Closing Remarks and Final Tips
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