Strategy Retreat

Both attitudes are wrong. To say that money is not important is pretentious. In areas where money counts, nothing can take its place.

MONEY -- HOW MUCH DO YOU NEED? HOW MUCH CAN YOU MAKE?

Answering these two questions is why Du Molin & Du Molin clients are so successful. Suzanne takes you step-by-step through determining how much money you really need. Jim then walks you through the practice strategies to generate the wealth you require.

THE ANATOMY OF A PERFECT PRACTICE ... In the perfect practice, your core values and personal goals are the driving forces behind your practice financial and management plan. Profit, is not a dirty word. It is a natural result of doing what’s right for your patients. Jim will take you through a step-by-step analysis of the profit centers you need in your practice to provide quality care:

Did you ever feel that if you just had the right staff behind you that everything would fall in place? Well you're right - partially. That's one key to practice success. As part of your Strategy Retreat, you’ll learn a unique approach to developing the ultimate team of caring, ethical top-level professionals.

THE ANATOMY OF A PERFECT FINANCIAL PLAN ... Suzanne will guide you through building the perfect financial plan:

You’ll learn how to develop a plan that provides for a comfortable lifestyle now, while building an investment portfolio that protects you against inflation and market fluctuations

Building your investment assets to a level where you can choose to work is the ultimate goal. Suzanne will show you the best places to invest, regardless of whether you have $500, $5,000 or $500,000. Regardless of your net worth, she will help you find the gold bricks in your personal financial life for financial growth and security.

	How to define the goals and values that are most important to you, and create a life enriched with meaning.
	A system to dramatically increase your personal income.
	How much money you need to live the lifestyle you desire in retirement.
	How to set fees to give you the return on investment that you deserve.
	Why investing heavily in bonds will likely lower your lifestyle in retirement and leave you short of cash.
	How to reduce your work week by 1, even 2 days, without loss of income.
	Why computer-generated life insurance proposals are pure GIGO - garbage in, garbage out.
	How to increase new patient flow by at least 120 new patients per year.
	Overcome patient objections to the cost of treatment.
	How to realize the dream of passive income.

	How to protect yourself against patients who don’t pay.
	Deal with the games insurance companies play.
	Retire 5 to 10 years earlier with all the money you need for personal financial independence.
	Reduce your collections losses to 1% or less.
	Beat inflation and maximize your real return after tax.
	Establish financial policies that can expand your patient market by 30%.
	Determine whether it is better to take the money currently vs. investing in your retirement plan.
	How to get maximum value from your practice investment.
	How to hire an associate for a structured buy-out.
	The six key advantages of using a Living Trust and the three circumstances when not to.

If flying, plan to arrive by 4:00 PM on arrival day. Transportation is provided from San Francisco International Airport to Tiburon, California. Travel time from the airport is approximately 90 minutes.

"We feel privileged that you work so closely with us in guiding our financial picture, and particularly that you take the time necessary to feel out and understand our personal situation so precisely... Kathy and I unanimously agree that we have found something special for our futures."

"Thank you both for your incredible efforts and talent... You’ve organized and inspired us!"

"When I started working with the Du Molins I averaged 12 new patients a month. Their internal marketing program, combined with their design of my office sign, is bringing in up to 44 new patients a month. I’ve had to add an associate to handle the excess."

"Without a doubt the best course on investment and retirement planning I've ever attended."

"Your tools for analyzing a practice and planning for the future were ideas I have been waiting years for. I finally feel like I can control my practice instead of it controlling me. It was thought-provoking and inspirational."

"Fantastic program that got me where I wanted to be. Moved from $30,000 to $36,000 the first month. Now pushing over $50,000."

"I just wanted you both to share my excitement of hitting our first $90,000 month. October was a month where I was out three Fridays and we’ve been missing one hygienist. We hit our bonus goals for twelve months in a row, with the goal increasing 1% per month. Staff members just got their first permanent $50 or $75/month raise. Those raises are totally self-funding and leave money for reserve accounts.

Plus, the staff’s whole attitude and commitment level has improved. It’s a whole lot of fun to watch staff interact. I don’t have to do behavior-shaping and disciplining - they do it on their own. I don’t have to be the bad guy any more.

I anticipate a $1 million year easily. I would be happy to talk with any prospective clients to confirm our success."