371 - Practice Fitness and Developing Your Marketing Muscles
The Remarkable CEO for ChiropractorsAugust 18, 202600:39:4036.32 MB

371 - Practice Fitness and Developing Your Marketing Muscles

The strongest businesses aren't built by finding a better marketing tactic. They're built by becoming fit enough to thrive no matter how the marketplace changes. Dr. Stephen and Dr. Pete introduce a powerful fitness analogy that reveals why so many chiropractors have become overdependent on digital marketing while neglecting the foundational systems that create sustainable growth. By rethinking marketing through the lens of balance, resilience, and stewardship, they offer a practical framework for building a practice that's stronger, more adaptable, and far less vulnerable to changing algorithms or market conditions. 

In This Episode You Will Discover:

Why one overlooked weakness may be quietly limiting the growth of an otherwise successful practice. 

A fitness analogy that completely changes how marketing should be evaluated. 

The hidden cost of relying too heavily on one source of new patients. 

A simple mindset shift that turns marketing from reactive to resilient. 

How stronger marketing systems create greater stability, impact, and long-term growth.

Episode Highlights

01:18 - A bigger mission sets up a conversation about finding the weak spots that may be limiting practice growth.

03:04 - Marketing gets reframed as an extension of mission, service, and the responsibility to reach more people.

04:19 - The changing digital marketing landscape reveals why relying too heavily on one source of new patients can leave a practice vulnerable.

05:51 - Internal, external, and digital marketing come together as three distinct areas that need strength to create a more resilient growth strategy.

06:41 - The fitness analogy makes it easier to identify which part of a practice’s marketing may be getting overtrained while another is being neglected.

08:03 - A real-world lesson in physical fitness shows what can happen when the strength required to perform consistently begins to disappear.

11:21 - The 1/3, 1/3, 1/3 framework offers a practical benchmark for evaluating the balance between internal, external, and digital marketing.

15:03 - Business fitness requires ongoing investment, and one exercise challenges where marketing time, energy, focus, and money are currently going.

17:05 - The hidden cost of missed referrals and patient churn changes the conversation around investing more heavily in internal marketing.

19:30 - External marketing brings the focus back to building relationships in the community and making sure people know who the practice is, what it does, and why it does it.

21:20 - The “power of one” creates a manageable way to strengthen each area of marketing without overwhelming the team.

22:23 - Breaking an unhealthy dependence on digital marketing starts with recognizing what the practice can control and where it has the greatest influence.

25:05 - Nadine Brunet from Success Partner Platinum Systems joins Dr. Chris to discuss the launch of Platinum Cloud, an AI-powered chiropractic software platform built to simplify workflows, reduce administrative tasks, and improve efficiency for practices. They explore agentic AI, integrated tools, seamless onboarding, and how Platinum Systems is helping chiropractors future-proof their clinics with smarter technology.

 

Resources Mentioned

To learn more about the REM CEO Program, please visit: http://www.theremarkablepractice.com/rem-ceo

For more information about Platinum please visit: https://www.platinumsystem.com/

Book a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPC

Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1

To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

[00:00:00] We're talking about business fitness and when it comes to marketing your internal marketing is really like your core strength. Your external marketing is really your leg strength right so digital marketing that's your upper body. So we all know the story everybody wants to do chest and arms in the gym and if that's at the expense of their core strength and so too far too often they're skipping leg day you know what ends up happening you know that physique the physique that

[00:00:29] produces that's one thing but what's more serious is how that core weakness and that lack of leg strength really is a negative predictor of what their performance will be and how they're exposed for injury where they can get hurt.

[00:00:53] Hello and welcome to the Remarkable CEO podcast, a show dedicated to chiropractors who want to transform their job into a business so that they can have a remarkable practice as part of a remarkable life. Not instead of one with your hosts Dr. Pete Camiolo and Dr. Stephen Franson.

[00:01:18] Welcome to another episode of the Remarkable CEO podcast, chiropractic's number one business podcast. I'm Dr. Pete Camiolo and I'm Dr. Stephen Franson. And the question we get often is why would you leave a thousand a week practice, millions of dollars in impact and revenue to do what you do now? And Dr. Stephen, the answer is very simple. It's about making a bigger impact. Our mission is that we would be influencing and impacting 1 million people per week.

[00:01:47] And we are on our way. Dr. Stephen, it's a privilege and an honor to work with you, to serve with you, to serve with so many of you who are tuning in and listening to us here today. It is a privilege and an honor. And today we want to talk about how we get stronger because I know Dr. Stephen, I've been in the hell barn with you. And one thing I can say, my takeaway is every time I just got a little bit stronger. But oftentimes when you're in the hell barn, you also realize I am weak in this area.

[00:02:15] I have become weak in this movement or in this muscle group and you start to feel it. So today we're going to try to do some hell barn work with you, figure out where are your weaknesses? Where do you have an opportunity to build greater strength? And Dr. Stephen, this is a topic that everybody always loves because we're going to be talking about marketing. But we're going to come at it from a unique perspective, which I believe will land for every single one of you.

[00:02:44] Because if you're anything like Dr. Stephen and I, you love serving, you love saving lives, you love making a bigger impact, you love making a bigger income, and you love being fit. This is a topic about fitness, and it's a topic about marketing. We're going to bring these two together and tell a beautiful story. And I know you're going to get a ton out of this one. Yeah, Dr. Pete, I love talking about marketing because marketing is about mission, right? So marketing chiropractic is a moral obligation, right?

[00:03:14] So I heard James Chestnut say that once. I thought that was great. It is. So marketing chiropractic is an act of kindness. And I am famous for saying, if I'm breathing, I'm promoting. So because I only talk about things that I believe in, and I know that people should start doing, right? So if I have your attention, I'm going to be promoting something to you that I think is going to make your life better. And typically, making other people's lives better is going to make your life better, right?

[00:03:43] So if you want to make a lot of money, help a lot of people. If you want to make a lot of money, help solve a lot of problems, right? So what an honor that we have this opportunity in chiropractic to do that, man. Just to be able to help so many people. It's just awesome. So you want to be telling everybody, right? So if I'm breathing, I'm promoting. How about you? So today, I want to talk about what we see in the marketplace today because we interface with thousands of chiropractors. We get to coach hundreds and hundreds of chiropractic teams.

[00:04:11] So we get to see it, what's going on real time, literally around the world. We're a global company. We have 16 coaches we coach all around the world. So we have our finger on the pulse of what's going on even regionally, not just regionally around the country, but regionally around the world. And there's something that has been really rearing its face for the last about year and a half now, right? So you always hear the whinging about, oh, the algorithm changed and my marketing's not working as well anymore.

[00:04:40] But the truth is, Dr. Pete, this has just been a slow and steady process, right? So what we have seen consistently is that digital marketing, as much as it's such a darling, right, so has become less productive and more expensive, right? So and those two things sort of compete with one another. You can absolutely become more sophisticated and invest more money and get tremendous outcomes.

[00:05:05] A lot of our clients do that, you know, but for the average chiropractor, it's become a wilderness, right? So where they are just scratching their heads saying, man, I'm spending more and more and seeing less and less return. So I just want to call your attention to this. This is my observation. We had this conversation beforehand that I feel like chiropractors have, in general, become addicted to digital marketing. And that's creating a compound effect in their businesses and in their practices.

[00:05:31] Because if you recognize that there is a three-legged stool when it comes to marketing, right? So a best business practice is to have diversity in your revenues. In other words, your revenues or your patients, your new patients, should be coming from multiple, they should have you coming from multiple tributaries, right? So it shouldn't just be one source of new patients. You want to have multiple tributaries of new patients. So in the remarkable practice, we've always taught that it's the cord of three strands, right?

[00:05:59] It is internal, external, and digital marketing. And all three of those legs need to be strong, right? So a cord of three strands is not even easily broken, right? So we want to make sure that we see that there is a season and a reason that, man, my external marketing is firing. Or it used to be firing. It's not as much anymore. My digital marketing is firing. It used to be it's not as much anymore. Internal marketing has been awful. You want to be diverse, Dr. Pete, when it comes to your marketing efforts, internal, external, and digital,

[00:06:25] so that you're not subject to the shifts and changes in the marketplace, or at least you're insulated from them being a complete derailer, right? So I love the conversation we had just before we started. It is like just recognizing that we're talking about business fitness. And when it comes to marketing, your internal marketing is really like your core strength. Your external marketing is really your leg strength. Digital marketing, that's your upper body, right? So we all know the story.

[00:06:55] Everybody wants to do chest and arms in the gym. And if that's at the expense of their core strength and so far too often they're skipping leg day, you know what ends up happening. You know that physique, the physique that produces. That's one thing. But what's more serious is how that core weakness and that lack of leg strength really is a negative predictor of what their performance will be and how they're exposed for injury, where they can get hurt.

[00:07:24] Actually, I love this analogy. I love that we're going to go here. So, you know, obviously coming from high volume, if you haven't done it, it's hard to understand it. So I would have docs come in, you know, and they would want to have some at-bats, you know. And, you know, maybe a new associate or doc coming in, usually associate. And they would take, like, a shift, take a day. And you realize very quickly that there's a level of fitness that's required to see hundreds of people every single day.

[00:07:54] And, you know, you get a doc come in, you know. He does one day, sees a couple hundred people, can't walk. You know, they can't walk the next day. And you realize, like, a lot of these young docs that come in, like, super fit, you know, young, fit, strong, looking good. And really quickly you realize you don't have the legs for this. You don't have the breathing down. You don't have the fitness level. You don't have the mental fortitude that's required to listen to and serve hundreds of people every single day.

[00:08:24] It's like the level of fitness was just at a different level, you know. And I didn't realize it until I took a couple weeks off once I went to, actually, I was a team chiropractor for the USA Olympic team, which was awesome. So I got to be a part of the Games in London in 2012. And I was gone for, like, 18 days. The longest time that I'd been away from my office and not adjusting really much at all. Like, during the time I was a guy, it's very little of that. So I got back and got back in my office and started adjusting again.

[00:08:53] Just kind of reinserted myself in the adjusting role. It was one of the main roles I had. I loved that role. And that first week, I remember coming home and literally telling my wife, Mary, I was like, I honestly can't believe I do this every day. I am feeling it. I was feeling it. When I say I was feeling it, I mean, I was feeling it. And we were saying over 1,000 visits a week. So you're talking hundreds a day. I'm the primary adjuster. It's a lot.

[00:09:20] But it was just like I had a visceral reaction to I said, I can't believe I've done this. I do this every single day. Like, I do this every week over and over. I was like, I was already falling out of shape in just two weeks because I haven't done leg day. I hadn't done core. I hadn't done the work. And I realized, wow, like that's how sensitive this is. Like, that's how to stay fit to serve, to be able to serve at the level. Because you know what happens when you're feeling fatigued? Now your head's not in there. Now you're distracted.

[00:09:50] Now you can't really listen to the person. You can't give them the word, the nugget that they really needed that day on your table talk, right? Because you're distracted because you're weak because you need to take better care of yourself. You're not showing up as your best. You're not performing at the highest level. So this conversation, Doc Steven, hits close to home because, you know, I'm a big sports fan. And one of my biggest frustrations as a sports fan is when athletes get injured.

[00:10:16] But when you look at most injuries in athletics, most injuries happen not because somebody ran them over. It's because they had a instability, a weakness in their core. There are injuries, you know, to some of my favorite players, like Bo Jackson was my favorite player. That was an injury where he got hit and it hurt his hip and he never was able to recover and get back on the field. It was unfortunate. He's one of the best ever. That's right. But most injuries happen. It's a core issue.

[00:10:44] And, and, Doc Steven, I think this is really important because we want to go through each one of these areas of strength. We talked about your internal marketing is your core muscles. Your external market are your legs. And your digital marketing is your upper body. We talked about dynamic. You talked about having a dynamic. My words that I am thinking is functionally fit. That's right. I love functional fitness. I fell in love with functional fitness when I learned about it.

[00:11:10] And that's basically been how I built my fitness rhythms is really around being functionally fit because I want to be fit for service for every stage and season of my life. No matter what I'm doing, I want to be. 100%. So functional fitness in a chiropractic business means you have all three tributaries, all three strands working. And they're going to be maybe in seasons, maybe slightly stronger than others. But what we teach is one third, one third, one third.

[00:11:34] If I look at the marketing over the last three years in your business, if I said, hey, bring me your lead flow worksheet, a three-year summary, internal, external, digital. I want to see the whole thing. But if I just looked at what the distribution was over the last three years, over the last one year, over the last 90 days, what we teach is you want to have that thing about a third, a third, a third. That would be because that person, that business, that practice has some stability, functionally fit.

[00:12:03] But if you become too dependent on your arms or your legs, you're going to be exposed. You really need to be focusing on how do I create greater strength in all three areas? My core, which is the first one and the one that you're required as you, as you, the longer you're in the game, that's one has to strengthen over time because your core can atrophy. Then you have your, it's the invisible one. Then you have your legs.

[00:12:31] You got to make sure your legs are, you keep your legs. That's number two. And then number three, you got to make sure you keep your upper body strong. Dr. Steven, I want to unpack this with you, but man, what a great framework. Hey, doc, Steven Franzen here. If you're like me, you know that we're in the business of saving lives. And when business is good, everybody wins. That's the good news. But here's the bad news. Most chiropractors don't own a business at all. They own a job. It's a job they love, but it's a job.

[00:13:01] And far too often, it feels like that job owns them. Is this true for you? Do you own a business or a job? Have you built and do you run your practice on brute force? Does it rely fully on your time, your effort, a pound of your flesh? Are you responsible for all growth, for all new patient generation? How about new patient conversions? Is it all up to you? How about patient care and delivery?

[00:13:27] Are you a sole practitioner, an owner-operator who owns the practice, but is also the only one that is head down and bum up, taking care of all the patients? Is revenue generation or collections all up to you? Let me ask you the most telling question. Doc, what would happen if you took 90 days off? What breaks? In my experience, most on-purpose chiropractors do not lay awake at night worrying about their practice. They worry about their business. Let's slay that dragon.

[00:13:57] The Remarkable CEO program has helped hundreds of chiropractors, just like you, turn the job that they love into the business that they've always wanted. Are you ready to run and build your practice on leverage instead of brute force? Do you want to create the scalability and durability that will allow you to make a bigger impact and a bigger income? What would it mean to grow your practice, increase your productivity, and your profitability? Do you want to get your time freedom back? Are you ready to turn your pirate ship into a battleship?

[00:14:26] If this sounds like you, then the Remarkable CEO program is for you. Just last year, 53 of our Remarkable clients received the 7-Figure Club Award, meaning they hit the million-dollar mark for the first time or their next million-dollar level. Be it 2 million, 3 million, 10 million, up to 36 million and growing. Now, Doc, is it crazy to imagine that your practice could be next? Click the link below and learn how to apply for the next cohort of the Remarkable CEO program.

[00:14:55] We look forward to working closely with you in creating the business that supports your Remarkable life, not competes with it. Yeah, so, you know, obviously, guys, we talk about business fitness. I mean, this is not a fitness conversation. This is a business fitness conversation, right? So I hope the metaphor is landing for you, right? So this is like, think about fitness. You don't arrive. You don't get fit and then be like, oh, great. All the time I was spending getting fit. Now I can redirect that time somewhere else, right? It's just like, that's God's sense of humor. You need to stay on it, right?

[00:15:24] So this is like, there is a requirement of your time, energy, focus, and money to stay fit, right? So business fitness is the same. We have to look at these three tributaries of marketing and just say, okay, so am I investing my time, energy, focus, and money equally in all three of them? Now, don't get hung up on, is it 33% there and 33% there and 33% there? But what I'm saying is just for a thought exercise, you might be frustrated with the results that you're getting from the investment that you're making in digital marketing, for example.

[00:15:53] Let me ask you, what do you think would happen if you invested that same amount on internal marketing? Let's say your gifting program where you are gifting and recognizing people for their behavior. The behavior that you want to encourage.

[00:16:10] When you recognize and reward somebody for the behavior, you know, like the consistency with their adjustments, their compliance to their care plan, achieving a goal like milestones, first progress exam, second progress exam, the reexamination, recommitment, second care plan. You know, the 20th adjustment, the 200th adjustment, the 1000th adjustment. Like, can you imagine if you just said, oh my gosh, look at how much money I'm spending in digital marketing. Just imagine for me for a second that you didn't change that.

[00:16:40] Don't change that. Keep investing in digital marketing and match that amount and invest in gifting your patients. For the behaviors that you have told them drive better health outcomes for them. Just try that. Trust me. Prove me wrong. Do it for 60 days. You're like, Franson, that's a lot of money. You know what's costing you a lot of money is not growing your business. There's nothing more expensive than the referrals you aren't getting.

[00:17:10] Okay, so there's nothing more expensive than the churn of your patients dropping out of care. There's nothing more expensive than a negative net momentum. There's nothing. Okay, so spend the money you're going to lose. Redirect it. And can you imagine how that would energize? What would that do for the culture of your business? How clarifying it would be for these are the behaviors that drive better outcomes. I'm giving you these as recommendations and I'm recognizing rewarding you for doing them. Try it. But you have no control over the digital marketing marketplace.

[00:17:40] Own it. Just accept it. You have to participate. You should be seeking experts. You should be mastering digital marketing. You should be heavily investing in digital marketing. You should be measuring and tracking your results and making informed data-driven decisions on your marketing. There's no disparaging of digital marketing here. What I'm saying is you have total autonomy over what goes on internally. You can't control digital. You can 100% control what happens internally in the practice.

[00:18:09] Take that money. Take that same amount of money and invest in your internal marketing and referral generation. Dr. Pete, I know 23 years of practice. We had a spectacular gifting program. There's no surprise that we built to 700 plus a week just on referral. Then I realized that was just ego and I needed to get outside my practice to get the people that weren't yet in my practice.

[00:18:38] That's probably a different podcast episode. But ultimately, we built our practice on referral. We built it on referral and retention. Our PVA was over 300 visits for 15 years. The average person that started care stayed for 300 visits. Why? Because we were recognizing and rewarding their behavior. It's just like, guys, listen to what I'm saying to you. I'm telling you exactly how to invest your money in marketing. Spend it internally. Keep doing what you're doing digitally. Spend it internally. Spend it internally.

[00:19:08] Your ROI is going to be extraordinary. Remember LTV CAC ratio? Lifetime value versus cost required customer? You will not be able to out gift your CAC. So this is like, literally, you'll be like, okay, I am crushing it. I'm dragging my CAC down because of the referrals that I'm getting by recognizing, which is a great way to communicate to people. This is how you get better results faster. Dr. Pete, we could shift our attention to external marketing and say, okay, so once you get that dialed in,

[00:19:35] let's shift our focus fourth quarter to external marketing. And guess what I'm going to tell you? Do the same thing. Get creative and figure out how can I invest the same amount of money outside of my practice, not leveraging digital specifically and not leveraging my internal. What could I do outside to get my legs moving? Get my legs moving. Get out into the community gripping and grinning, right? So I want you out there just kissing rings and shaking babies, right? So I want you to just meet everybody in your community.

[00:20:05] They need to know three things. Who are you? What do you do? And why do you do it, right? Everyone in your community. How can you interface with your community? How can you invest in getting in front of groups, gyms, churches, businesses? How can you insert yourself in networking environments, either formally or informally, and match the same spend? Now you've got three cords. By the end of this year, you should triple your new patients. And this is just an implementation. This is a, we can get into the hows later.

[00:20:35] You know, we have all the hows in the Remarco Practice Academy. But this is just the concept in your mind of being like, I've become addicted to digital marketing. I've become addicted to digital marketing. I have focused totally on that. I'm trying to just strike checks. I'm trying to pay an agency, increase my ad spend, and see if I can just drive enough new patients to replace the people that are dropping out of care. And that is contracting. And meanwhile, as I've taken my eye off of internal and external, I've been skipping leg

[00:21:04] days so my legs are weaker. And my core strength is weakened because I'm no longer telling the story and telling it in a compelling way that people are like sharing the message. They're getting the message and sharing the message. Dr. Pete, this is an equation. One plus one plus one equals 111 when you do this right. Yeah. And Dr. Stephen, I just want to speak because, you know, I know you said we're not going to do anything tactical, but you gave a couple of great examples. And, you know, my response to this is I always have taught this the power of one, which is pick one.

[00:21:32] Pick one thing in internal marketing that you could just put those all that energy and resources behind and pick one and just go after it and just become the best in the world at that one thing. Pick one thing externally. Because I know as y'all were listening and you're thinking and hearing what Dr. Stephen was saying, everybody's starting to get tired. It's like, oh, man, Doc, I love it. I'm all about it. But, man, I don't know how I'm going to be able to pull it off, man. I'm just like just coming up for air. You know, we always say most entrepreneurs don't die of starvation.

[00:22:01] So, you know, you're in the tread. You're treading water. I get it. We get it. So what I would encourage you to do is pick one. One key area that you can invest those resources internally that you could do a better job. You talked about taking some of those financial resources and investing them in the gifting system. If you just did that for the next 90 days, 60 days, whatever you had presented them, that to me would be pick that one thing and just go all in and go get really, really good at that. Go external.

[00:22:31] Pick one thing that you could do and get really, really good at it. And then digitally, you know, you could do you could do more there. We are saying we got to break the addiction. One of the things when you're if you understand addiction and kind of the 12 steps, which is brilliant is powerlessness. Like it's a helpless versus powerless. And the power is powerlessness is basically like, man, I have become addicted to needing depending on and obsessing over the digital solution. It has to be, it has to be, it has to be.

[00:22:59] And you just got to get to a healthier place to say, oh no, digital is great. Digital has a solution. I can have a drink and not be an alcoholic, right? Like I can, I can have digital marketing and not be addicted to it. Like it's like you can have, but the only way is you really have to have that, that locus of control. You have to know where you're at. You got to know how to, where you have control, where you have influence, things that are inside and outside of your control. And I loved how you talked about Dr. Steven, because we say, hey, focus right of influence and we'll grow. Perfect.

[00:23:28] Let's do that. Let's do more of that. So Dr. Steven, this really comes back to stewardship for us as leaders speaking to you. Hey, where do you have influence? Where, where, where do you have some, some level of control? Focus your energy there. Not saying you're not doing digital, but let's create a more balanced attack. Let's have a more sustainable approach to this. Because like you said, Dr. Steven, we've seen over the last 18 months, we're hearing it from everybody.

[00:23:55] We're in it ourselves that the digital marketing landscape is ever changing and we've seen it and it's going to continue to do that. So you can't just be dependent upon or reliant upon that. It's really having this three-pronged approach. And Dr. Steven, I'll say this one thing. I have docs who recognize that, have made a decision to say, you know what? We turned off our digital marketing during COVID or external marketing during COVID. We used to, but we didn't do it. And they start turning it back on again.

[00:24:22] And it's the feedback that I received, Dr. Steven, as an example is, I'm so glad we're doing this. This has been great. This has been good. It's been hard, but it's been really good and fruitful. And I'm glad we're doing this again. And life-giving. Yeah, life-giving. It's energizing. I always said, if you want to grow, you got to get outside the four walls of your office. If you want to be reminded of why we do what we do, you remember your vision, your premise, your purpose, your product, go outside the four walls of the office. You'll be smacked in the face with it. We sometimes become blind because we're in our office.

[00:24:52] That's internal. We become blind because we're just talking to a camera. That's digital. I'll tell you, you want to become reconnected to reality? Go outside your office. And I'll tell you, you bring that energy into your internal and your digital, and you'll see them all grow. Please stick around for more business insights from this week's bonus interview with our remarkable success partner dedicated to helping you more successfully help more people. Enjoy.

[00:25:19] Welcome to Nadine Brunette from Platinum Systems. Here we are. We get another opportunity to talk with you guys. Thank you for being success partners with us. And I know we have a lot to talk about. The software space is very full in chiropractic, and each one brings its own unique things. I really want to highlight what Platinum Systems does well. So I'm just going to turn it over to you first off. Thank you again for being here. Thank you for speaking into our people.

[00:25:48] And whether this is on the CEO podcast or the Build podcast, I know that you have information for everybody. So tell us first thing, what is it about Platinum Systems that excites you the most? Oh, you know, I am with Platinum for over than 26 years. So I know very well the products. And the Platinum Cloud that is coming to the market in April 2026 is my baby.

[00:26:17] You know, it's my baby. That is a system that would be a real revolution in the chiropractic industry. What is exciting, instead of connecting a lot of different tools, we have embedded in Platinum our home CRM payment platform. I would say the RCM. So everything is embedded in the core of Platinum Systems. So that makes a huge difference for the chiropractors. We want to help the chiropractors to serve better their patients, deal with their patients

[00:26:47] and not doing any technical things. Or if we can register their administrative tasks, that would be just perfect. Okay, that's great. So April, the new product is being launched. And that's an all cloud-based system. Am I right on that? Great. It sounds like it's a one-stop shop. It's going to have all the things that a practice needs to be able to run smoothly. That's right, including AI. So that's a new, I would say, favorite words in the market.

[00:27:15] So talking about AI, but it's real AI. It's agentic AI. So that is something that is new in the market. That's something that chiropractic will say software don't use at the moment. So that's totally new. So I'm sure that the daughter will enjoy it. Okay. Well, let's talk about agentic AI because that is a term that gets thrown around a little bit. I'll be honest. I don't exactly know what the difference between agentic AI is and the typical AI that people use.

[00:27:45] So how are you guys going to deploy that within the software to help our practices? AI is a tool. Okay. We can say AI is a tool that we can use to improve the workflows, to get more speeds, to collect data, collect information. Agentic AI is going further than this. It becomes like an employee. It's something that can think about himself or himself. So we don't need to give comments. He's able to just with few words.

[00:28:14] For example, if I say I want a list of my new patients, it will find a new patient, will take all the criteria that it needs to provide you what you're looking for. I want a list. I want a report. I want to send an SMS. So this is what agentic AI is doing. It's like an employee. Okay. And it sounds like one of those things where once a practice learned how to use that, it could be a huge time saver and therefore money saver as well. That is right. That is right. Yes. That's great. That's a goal. Yeah. Okay. Excellent.

[00:28:43] Maybe for, you know, there are people on the line who are current Platinum users. There are people on the line who are in their own software, but maybe aren't the happiest with that particular software. Let's speak to both of those. Like, what is it that the new product is going to bring? Maybe start with, for folks who already have Platinum, that's going to be a huge step in the right direction.

[00:29:06] And then let's also talk about, like, if you are looking to switch, this is one of the things I know that prevents docs from switching is like, it's a lot of brain damage to go from one system to another. How is Platinum working on that? Yes. I would say for the current customers of Platinum system, we transfer all the data. So basically, you know, we get the data, let's on Friday. On Monday, they are ready to go. We keep the same, I would say, minding behind the scenes.

[00:29:36] So they don't need to relearn all the processes. It's like, you know, you just change the juice that you have and you know what to do right away. It's simple. We improve a lot of features that, for example, treatment plans. If I talk about treatment plans, so you can have multiple concurrent treatment plans. You can have treatment plans for PI and at the same time treating the patient for muscle therapy. So it's really simple to manage that.

[00:30:03] Multiple financial plan, integrated insurance eligibility verification. So we improve basically what was in the legacy system and we make it just better because we learned over the 25 past years, you know, what was working. And we see that everything has improved over the time. So we wanted just to say you get something that is the same, but much better. For the new customers, basically, we do also data transfer. So it's not something that is really complicated.

[00:30:33] And we try as our best to simplify their life. So we do the settings before they start using the system. So we have the CPT codes. We have the appointment codes. So basically, all the settings that they use in their legacy system, their current system can be transferred over. And so it's simple. So they don't need, again, to learn because we work a lot on the UI and UX to make sure that they don't need to be trained. So they can use the first, I would say, layers of the system with no training.

[00:31:01] And then after that, if they have things more complicated to do, we can just go over with them and show them. And just to give you an idea, when we were ready to start to do dry run with Platinum system, the cloud versions, I gave the tools to my employee. And I told them, play with it. Get back to me if you have questions. And if you don't know how to do things, then they were able to do everything with no training. Oh, wow.

[00:31:27] So the training is there just if you need something that is more complicated, then we'll show you where to go to set up everything. I gave you an idea. Yeah, for example, you can book your patients, but now you can link the appointment together. You can say, if I have that appointment code, I would like to build those services by default because I always forgot to build CPT codes. So that is layers that can be added after. But for the day-to-day, just to start and use what they have in their current system, they don't need training.

[00:31:56] So this is our goal to have something that you just put the gloves on your hands, and that's a new system that you know how to use it. Okay, great. I love it when we lower the barrier of entry, especially because we all have plenty happening in our practices. I think that is a huge barrier for switching software is we know that all of our team knows our current software and all of the, you know, we're going to need to learn in the new one.

[00:32:24] And so making that as easy as possible, I think that's huge for sure. So when we look at return on investment, lots of times we're already using practices are already using a certain system and they already have their, you know, certain fee that they're paying for that. When we look at return on investment, when you look at return on investment for switching to a system like the new Platinum system, what does that look like? How quickly can people expect to see a return and how big would they expect that return to be?

[00:32:53] I would say there is no fee, okay, to do the installation, do the data transfer, migration. So we waive all the fees because we know that it could be a barrier. And we understand that the teams also need to learn the system and they need help. They need us to take on our back, you know, all the steps in the work or to make sure that there is a good onboarding. We also have webinars.

[00:33:18] So usually when a client is ready, we offer to say, okay, would you like to start with a training? You know, let's say once upon a time during the week so we can start before. So when you are ready to go, you can be live. We do have right now a chiropractor that is using the system with a staff with no training. And with no training and it's going live next week.

[00:33:40] So this is one thing that when we talk on the return of investment, you know, you know that it won't be costly, you know, to make that switch. Now, because everything is integrated, you don't need to pay for a system that are not integrated. That is a huge cost. We evaluate that if a clinic use all the tools that we have, you know, on different shop, you know, and connect everything, they will say with our system over than $1,000 per month.

[00:34:09] Okay. Because we own, you know, the CRM, we own the payment platform, we own everything. So we can lower, you know, the fees to use all the services and there is no cost also. When you integrate system, you need to double check, to verify, to validate. So you don't have to do that because everything is integrated. And my team, our team at Platinum can support all the tools that we offer to our customers. So you have one place to call, to get support, to get assistance.

[00:34:39] And also, we are flexible a lot. We have a lot of flexibility. So if you get something that is not in the system, we have a team that is there to say, okay, let me change maybe this workflow for you. So then you will be more efficient. And then you will save at the end of the day money. If you save two, three, five seconds, you know, on every single process that you do, at the end of the day, it's a lot of money that we save. Sure.

[00:35:04] So the return comes from certainly saving on time and efficiency of internal processes, but also efficiency of subscriptions, it sounds like. Yeah. Yes. Great. So when you're looking at the software world, how, you know, how do you guys feel about the future and how you've prepared this particular new system for the future? Because I think that's a factor in chiropractic software right now is that several systems are getting antiquated.

[00:35:34] Several systems are trying to step up, but maybe talk just a little bit towards future proofing with what you've done with this system. We take the decisions to launch a system a year after what we planned at the beginning. The reason why was because we wanted to implement AI. So that was the first thing. So, and we build a system having in mind that we need AI. So we need to have this structure that eventually if AI is coming, we need to integrate it in

[00:36:03] all of our process. Also, we took the time to see what can be a barrier to someone that wants to switch to Platinum, but they have to switch maybe with other projects that they are using. And so we build a system with having that in mind and having in mind also that the future would be AI. So we know in the future, maybe you won't need any interfaces. You know, that will be a different way of working.

[00:36:30] So we already have Platinum 3.0 on the roadmap. So we know what is coming in about a year or two. So we are still evolving. We want to evolve with the project. We want to make the project even better and better and follow the technology because this is what will drive, you know, a project that will be up to date in a year, two years, three years. And we are in the market for, I would say, over than 30 years.

[00:36:58] So we are a company that was looking to the futures. And this is what we intend to do also with 2.0. So 2.0 would be just one step toward 3.0. That would be just an amazing platform. Okay, great. I love it. Already thinking of the future and utilizing all your experience in the past in the industry to serve the current product as well. Okay, so if docs are like, all right, I got to jump on a call. I got to do a demo. I'm tired of my software.

[00:37:26] I really am looking forward to something that is more future-proof. How do they get in touch with you? Basically, they can call it Platinum System. And they can also, the best way would be just to go to our website and then they can just book a demo. But we will have a new website that is coming next week. So we'll launch a new website with the new projects. So there will be a new trend. You will see that will be moving on.

[00:37:50] But you can send an email to sales at PlatinumSystem.com or you can call at Platinum. You have all the information on the website. And we have dedicated first people that are ready just to take your call and to drive you through the Platinum System, the new world and give you a demo. And we'll also have, you know, sandbox for people that want to try it and play with it before, you know, going live.

[00:38:17] So we have all the tools in place and ready available for you. Okay, great. So sales at PlatinumSystems.com by the second week of April, 2026. You'll have a new website that they can go on or they can simply make a phone call. Exactly. Exactly. Thank you guys for being such great success partners. We always partner with people, with companies that are dedicated to the same mission that we are, which is to help more people, help more people.

[00:38:45] And as modern chiropractic offices, you have to have a software that serves your needs and serves your team and serves your people. So thank you for participating in that. It's my pleasure. Thank you for the invitation. Yeah, thank you. Thanks for listening to this episode of the Remarkable CEO Podcast. Remember, what the world needs now is chiropractic. And what chiropractic needs now is more successful chiropractors.

[00:39:12] If you like this podcast, please subscribe, share with a friend and leave us a review. And if you'd like to connect with us personally, direct message us on Facebook, LinkedIn or Instagram. Now go and be remarkable.

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