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Roger P. Levin, DDS

Dr. Roger P. Levin is Chairman and Chief Executive Officer of Levin Group, Inc., the leading dental practice management and marketing firm in the United States. Under Dr. Levin’s leadership, Levin Group provides premier comprehensive consulting solutions that deliver Total Ortho Success™ to orthodontists in the U.S. and around the world. A third-generation dentist, Dr. Levin is one of the profession’s most sought-after speakers, bringing his Total Ortho Success™ seminars to hundreds of orthodontists each year. He is a regular contributor to numerous dental publications and author of more than 50 books on building and growing a dental practice. Since founding Levin Group 25 years ago, Dr. Levin has shown orthodontists and their teams how to achieve A Levin Practice™ by continually increasing practice production, profit and referrals… creating a low-stress practice environment… experiencing high professional satisfaction… and building the path toward financial independence.

About Levin Group

Founded by Dr. Roger P. Levin in 1985, Levin Group has been improving the lives of orthodontists for 25 years. As the leading orthodontic consulting firm in the U.S., Levin Group delivers expert management and marketing consulting to orthodontic practices. In addition, Levin Group provides comprehensive lifetime services and solutions, including financial planning, asset management and retirement plan designs. Our expert team of dedicated professionals works with orthodontists to achieve the highest levels of professional and personal success. Headquartered in Baltimore with offices in Phoenix, AZ, Levin Group provides orthodontic clients a uniquely positive consulting experience at our state-of-the-art Advanced Learning Institutes.

Since 1985, Dr. Levin and Levin Group have a proven track record of continually increasing practice production and profitability… creating a low-stress environment for orthodontists and their teams… developing high professional satisfaction for orthodontic clients… and building a pathway to financial independence for thousands of orthodontists. We deliver strategies that work and results that last!

The Levin Experience™

Becoming a Levin Practice™

Are you ready to turn your orthodontic office into A Levin Practice™?

Becoming A Levin Practice™ doesn't happen overnight. It is a multi-year journey consisting of targeted Total Ortho Success™ consulting programs in management, referral marketing and executive coaching that result in:

• Continually increasing production
• Continually increasing profitability
• Continually increasing referrals
• A low-stress practice environment
• High professional satisfaction

These all lead to the ultimate goal for every orthodontist—reaching financial independence sooner!

Does this sound like the kind of practice you want to have? If you said "yes," we are ready to help you start your journey to Total Ortho Success.™

Levin Group Method for Total Ortho Success™

Levin Group Method for Total Ortho Success™ is one of the most respected consulting methodologies in the dental profession. Our results-driven approach to practice development addresses core issues, effectively redesigns outdated systems and provides customized solutions based on your practice needs. Working with you and your team, we use the Levin Group Method for Total Ortho Success™ to build a step-by-step success plan for your orthodontic practice.

Why Levin Group Method for Total Ortho Success™ Works

1. Expert Analysis

Since 1985, orthodontists have relied on Levin Group's orthodontic consulting to improve their practices… and their lives. Drawing on our vast experience consulting to thousands of orthodontic practices, your Levin Group Orthodontic Consultant will perform a comprehensive analysis of your practice 's threats, potential and assets. This thorough evaluation sets the foundation for becoming A Levin Practice™ based on the unique needs and characteristics of your office.

2. Proven Systems

As the leader in orthodontic consulting for more than two decades, Levin Group has collected extensive proprietary data on what makes orthodontic practices successful. We know what works, we have the best method in orthodontic consulting, and we have the proven systems —the Levin Practice Pillars —that drive growth and fuel profitability while lowering practice stress.

3. Customized Approach

No one understands better than we do that one solution does not fit every orthodontic practice. We meet your unique practice needs through careful analysis, regular progress checks and strategic solutions designed specifically for your orthodontic practice.

4. Total Implementation

Levin Group provides documented business systems, a schedule of accountability and responsibility, monthly tracking reports and ongoing expert support to ensure your Total Ortho Success™.

5. Results

You expect results. We demand them. In fact, through the Levin Group Method for Total Ortho Success™, more than 90% of our clients achieve significant growth within 12 months.

Levin Group Total Ortho Success™ Management Consulting Program

Levin Group offers you the only comprehensive practice management program with a proven method for practice success. The Total Ortho Success™ Program is exclusively designed with three comprehensive phases to help you identify and reach your practice goals.

The Total Ortho Success™ Program consists of three comprehensive phases over a 12-month period.

Phase I: Vision • Ortho LifeMap™ • Change Management • Power Cell Scheduling™

Phase II: Greenlight Case Presentation™ • The Immediate Collections Process™
Treatment Coordinator

Phase III: Leadership • Communication • Financial Planning

The year-long program features classroom-style expert lectures, intensive workshops and one-to-one consulting sessions that provide you and your staff the tools to create a less stressful, more productive workday, leading to greater annual revenue.

Breakout Sessions

As part of each phase, you and your team will work one-to-one with your Levin Group consultant to customize practice systems, create a schedule of implementation, and discuss any issues or concerns specific to your team.

In these sessions you will:

• Address your practice's needs one-to-one
• Learn about systems documentation and implementation
• Develop a timeline for implementing new systems
• Overcome barriers to implementation

Continuous Consulting Support

Throughout your customized practice management consulting program, you will receive expert support and guidance as you transform your practice through Total Success Conferences™ with your consultant. During these meetings, your consultant will:

• Assess your practice's progress
• Address your unique situation
• Target specific areas for refinement

In addition, Levin Group will outline and track Key Practice Expanders™ that are critical to your practice. Your Levin Group consultant will provide a tracking system that automatically calculates monthly numbers, making it easy for you to collect and analyze vital information regarding income, profitability and patient flow.

Each month your Levin Group consultant will evaluate Key Practice Expanders™ to assess practice performance, gauge your progress and offer thorough and specific solutions. These regular practice reviews will concentrate on three major areas:

Results

• How is your practice progressing?

Comparison

• How do your results compare to the goals for your practice?

Action

• Based on the results and the comparison, what actions should your practice take next to reach the goals that you and your Levin Group consultant have established for your practice? Remember, your dedicated Levin Group consultant is there to address any questions or other issues as they arise. The depth and diversity of experience within our expert staff makes it possible to tackle any unique practice management issues you may have.

Levin Group Total Ortho Success™ Referral Marketing Consulting Program

Today, practicing orthodontics is more challenging than ever. To remain competitive, orthodontic offices must increase referrals from general dentists. Our Total Ortho Success™ - Referral Marketing Program, the only one of its kind, has already helped hundreds of orthodontists like you create the synergy necessary to build lasting relationships with their referring dentists. These relationships are key to increasing referrals to your practice.

We understand your unique needs and offer the most advanced orthodontic practice marketing program available. The Levin Group approach to marketing gives you the powerful marketing systems needed to increase referrals to your practice. Our proven marketing program is so refined that, if you participate, your orthodontic practice will experience significant growth. In fact, last year almost all of our orthodontic client practices significantly increased their referrals!

During the program, we provide your office with customized referral-based marketing strategies and practice-building materials. Our professional writing and graphics departments will develop marketing materials that promote your office to patients and referring dentists.

With our Total Ortho Success™ - Referral Marketing Program, you will:

• Significantly increase referrals
• Increase production in one year
• Motivate top referring dentists to keep their referrals consistent and ongoing
• Increase practice revenue by millions of dollars over the life of your practice
• Become recognized as the orthodontic expert and leader in your area
• Systemize your marketing and identify your target markets
• Significantly increase the quality of patients sent by your referrers
• Increase existing patient referrals
• Reduce stress and overhead
• Increase your quality of life and personal satisfaction

The Program is structured as follows:

The Initial Consultation
Your program begins with a detailed questionnaire that highlights your current performance, challenges and marketing efforts. This information enables us to understand the dynamics of your practice so that we can assess your needs and efficiently plan your marketing program. Your consultant will set up an initial phone conference to discuss your goals and receive an overview of your practice. This first meeting affords us an opportunity to discuss your specific needs and objectives.

Professional Relations Coordinator Program
On starting the program, you'll designate a member of your staff to serve as your Professional Relations Coordinator (PRC). Your consultant will work closely with your PRC throughout the program to maximize your marketing efforts and keep you where you should be—chairside, providing patient care, and producing revenue.

Strategic Marketing Planning
After your practice goals have been established, we work together to create a strategic plan outlining the tactics required to achieve your objectives. At this stage, practice-building issues are specified. We focus on referral relationships, patient/doctor contacts, image-building, relationship-building, educational programs, staff training and profit growth centers—everything you need to increase referrals to your orthodontic practice.

Telephone Conferences
Your Levin Group consultant schedules weekly telephone conferences with your Professional Relations Coordinator (PRC). These one-on-one discussions concentrate on implementing the customized techniques and strategies outlined in your program plan. Your consultant gives the PRC step-by-step methods for marketing your practice.

Marketing and Support Materials
We provide you with orthodontic practice-building strategies and create the writing and graphics support necessary to implement the marketing strategies. Depending on your needs, we develop the following materials to promote your office: practice logo, business cards, stationery, office brochure, new patient welcome packet, letters, flyers, and other practice- building materials. For marketing to your referring offices, we create high-quality promotional and educational pieces.

Monthly Tracking System
We ask that your PRC regularly complete our Comprehensive Monthly Tracking Report. This report allows us to fully analyze your practice performance and offer timely advice to maximize your referrals.

Program Success
As we work with your practice and your PRC, we continually develop, refine and revise marketing strategies. Our goal is that you employ numerous, simultaneous marketing strategies to create strong, long-lasting relationships with your referring doctors and increase the quantity and quality of your referrals.

Continuous Consulting Support
Throughout the Total Ortho Success™ - Referral Marketing Program, your consultant is available for you to call any time when questions or issues arise.

Summary

Levin Group Total Ortho Success™ - gives you the greatest opportunity for growth, staff retention, team building, new patients and profitability anywhere. Once Levin Group systems are in place and functioning at optimal levels, you will maximize the profitability of your practice in a less stressful, more efficient environment.

Levin Group's team of industry experts has guided thousands of practices toward successfully reaching their financial goals. Our unique access to data from orthodontic practices just like yours proves that the Levin Group Method for Total Ortho Success™ works. For more information, visit www.levingrouportho.com. To speak with one of our Senior Practice Analysts for a no-obligation evaluation, please call 888-973-0000.

Levin Group Inc.
10 New Plant Court • Owings Mills, MD 21117
Phone: 410.654.1234 • Fax: 410.654.1238
www.levingrouportho.com