Goal Driven Coaching Program

Ed Petty at CSW Convention wearing a MASA hat - Make adjusting specific again

Here I am at a chiropractic convention wearing a hat that says:

“Make Adjusting Specific Again.” Let me know, I’ll send you one!

Hi!

Ed Petty here. I want to tell you about the new services I am heading up this year.

I’m putting my primary focus on leadership — while continuing to support the marketing and management systems I’ve used to help clinic owners, doctors like you, for decades.

You may already know my work: I wrote The Goal Driven Business, still one of the most practical books on chiropractic practice management. I also launched Practice MBA for practice managers and will be launching our 4th course later this spring.

Before that, I created The Marketing Manager System — the DVD-and-binder program sold across the country and taught at Palmer College. This was based on our multi-clinic system of 25 offices here in Wisconsin and the hundreds of offices I have visited.

They are all of it driven by one thing: helping you deliver outstanding care and life-changing outcomes for your patients.

That’s the WHY!

But to consistently produce those results, the doctor needs strong support. That’s why big clinics and hospitals exist — to back the doctors who serve the patients. My mission remains the same: give you the marketing, management, and now leadership support you need to thrive.

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What is leadership? Well, it is often misunderstood.

“Leaders become great, not because of their power, but because of their ability to empower others.” — John C. Maxwell
“Leadership is not about who you are or where you sit. It’s about what you do to make a difference in the lives of others.” — Jim Kouzes & Barry Posner, The Leadership Challenge

As a doctor and practice owner, you are a leader — whether you feel like one every day or not.

We all lead differently, according to our unique strengths. The best leaders discover those strengths and build on them.

My 2026 programs are designed to help you do exactly that — uncover and develop your personal leadership strengths, then build marketing and management systems that amplify them so you, your team, and your patients all win.

If you’re ready to lead at a higher level in 2026 and serve more people more comfortably, or if you have questions about my services, email me at Ed@pmaworks.com or call me directly at 1-414-332-4511.

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Call Now

Management and Coaching Services for 2026

Downloadable Menu of Services

LEVEL 1 – MONTHLY REVIEW – $450/month.

“What you measure is what you improve.”

(Andy Grove, former CEO of Intel)

Each month, I review your practice’s performance numbers and share my observations and recommendations.

To drive your office to your goals, you need to see where you are going. You need a simple and practical dashboard.

Just like driving your car!

This level provides you with your first step of accountability: tracking your progress toward your goals – and someone

watching you! ME!

A coach from the side.

Each month, I send you my observations and recommendations in writing. We will also post my observations and recommendations on your private Executive Portal and Dashboard. We also send you a hard copy of your Monthly Practice Analysis Report.

But there is more. You have access to the PM&A Private Members Site, which includes over 500 documents, including job descriptions, employment policies, videos, and more.

Each month you receive:

Private Dashboard & Portal. Accessible by desktop or mobile, which gives you access to:
PM&A Private Members Site. A library of over 500 resources: policies, job descriptions, videos, forms, and more)
Recommendations, References, and documents are filed on your portal for your reference.
Monthly easy-to-read statistical reports and trend charts of your key performance indicators.
My personal written observations and recommendations on your monthly progress
Hardcopy report mailed to you with leadership and practice-building insights
Reporting System. To do all this, we will help set up a statistical reporting system for your office to capture your key practice metrics.

*Minimal additional fees may apply for multiple doctors, providers, or office locations.

References:

Tracking performance metrics and KPIs is associated with performance improvements in employees and organizational units. PMCID: PMC12658881 PMID: 41322054
Clear and high?quality feedback mechanisms — part of performance monitoring systems — are effective in raising productivity. https://doi.org/10.1016/j.leaqua.2021.101534
Monitoring processes and outcomes leads to measurable improvements in how work is executed, even in clinical and operational contexts. PMID: 10868830 DOI: 2337/diacare.23.2.192

LEVEL 2 – REVIEW & PLAN

Monthly review and planning session-$650/month

“Every minute you spend in planning save 10 minutes in execution;
this give you a 1,000 percent return on energy!” – Brian Tracy

Once a month, I review all the numbers with you, your manager, and others as needed. It is our management

meeting. We look at the ups and downs, and shift out the causes. We then review how we did on our last

month’s plan of implementing 5 Vital and key action steps.

This is the height of accountability. Did the numbers improve? And who was responsible? Did the action steps

get completed? And who was responsible?

This is your “Game Film” time. Together, we can objectively see what you and your team accomplished.

As Jim Collins says, we all “face the Brutal Facts.”

Based on what we see, we make a new plan, keeping it to just 5 key and vital actions.

And we’re off to a new month and game.

Includes all services on Level 1, plus:
Monthly Zoom Management Meeting with the clinic director and manager, to review numbers and debug stuck areas. Make plans and set goals for the coming month.
Outline Vital 5 action steps for the month.
Documented Vital 5 actions, summarized, posted on the Practice Portal, and mailed.
Monthly Accountability!
SPECIAL: Practice Patient Newsletter to your patients. We can send out your patient newsletter as a
no-charge extra service*. Over the long run, we have found that this simple, low-cost procedure improves referrals and retention. (You provide the copy and newsletter provider. We can help with the set-up. Provider fees are client responsibility)

References

A study in the Journal of Applied Psychology found that time management planning —Pub Med: PMID: 29154579
Another study using a planning task found that writing out a formal plan significantly improved execution efficiency compared with no planning PMCID: PMC5718186 NIHMSID: NIHMS917886 PMID: 26558636

LEVEL 3 – REVIEW, PLAN, COACH

Weekly coaching with the Clinic Director/CEO and manager. $1150/month

“Coaching is unlocking a person’s potential to maximize their own performance.”

This level provides individual coaching on leadership, management, and marketing (and sometimes professional

development) for the CEO and manager. This helps with completing the action steps.

Everything in Levels 1 & 2, plus:
Based on clinic performance indicators, plans, and action steps, we provide guidance and support to the manager
and the clinic director each month.
2 coaching calls for the manager. More as needed
1-2 coaching calls with the clinic director each month. More as needed.

References:

Summarizing global survey findings, including a PricewaterhouseCoopers/Association report that found an average ROI of 7× the cost of employing a coach. https://coachingfederation.org/blog/coaching-statistics-the-roi-of-coaching-in-2024/

LEVEL 4 – REVIEW, PLAN, COACH, VISIT

Monthly review, planning, and follow-up with weekly coaching with the
Clinic Director and manager, plus office visits. $1,550 – $2,650/month
(based on visit frequency and travel distance)

On-site coaching has always been our signature program. We have been visiting offices across the country

since we started in 1988. No one else does this, and nothing works better. We bring the seminar and

coaching to you.

Includes all services on earlier levels, plus:
On-site visits every 6, 3, 2 months, or monthly, depending on distance.
We observe your operation in action. We spot things that can be easily overlooked due to familiarity.
We provide 1:1 coaching for doctors and staff.
We often hold group coaching sessions to improve patient flow procedures.
Team meetings and planning.
Marketing meetings and planning.
On-site visits greatly enhance our Zoom and phone coaching.

If you’re ready to lead at a higher level in 2026 — and have your practice fully support that vision contact me below or, call me directly at 1 414-332-4511.

I’d love to explore which level fits you best.

Here’s to an even stronger year of service and results,

Ed Petty