Doctors & team | nASHVILLE TN | OCTOBER 9 & 10 2026
Harder than ever to get new starts?
We can show you how.
Built to help you optimize the ortho sales funnel from start to finish - so you book more consults, turn more consults into starts, and take home more money.
Live In-Person Workshop - Nashville, TN - October 9 & 10, 2026.
Harder than ever to get new starts?
You’re not imagining it.
CLICK BELOW TO WATCH FIRST!
If you’re seeing more no-shows… more “I need to think about it”… more ghosting after the consult…
It’s not “the economy.” It’s not “competition.”
IT'S YOUR FUNNEL!
Most meetings give you IDEAS. This one fixes your FUNNEL.
This is a live meeting—built differently than the typical “speaker → notes → go home and forget.”
Because 4M focuses on what drives everything:
The science of what happens from marketing → first contact → consult → the moment they say yes.
Meaning: You stop guessing.
Answer: You get more starts.
We WON'T talk about:
Brackets, wires, aligners (clinical)
Trendy tactics without a system
Motivation disguised as strategy
We WILL talk about:
Booking more consults
Turning consults into starts
How to make your team (especially your TC) convert consistently
Transfroming
Treatment Coordinators into CLOSERS
TCI is about Empowering and Training the Team... 3 people selling in unison - Patient Advocate (leads), Doctor, and Treatment Coordinator (Closer)
High-performing practices have high-performing clinicians, but if the clinician is spending time and energy trying to close the case, they aren’t spending time and energy doing the cases. That’s why many run out of time!
The treatment coordinator needs to be the quarterback of the consultation and the primary closer.
TCI will provide the process, scripting psychology, and know-how to immediately increase your closing %
You're in one of These Three Realities.
You're not busy enough.
The issue usually isn’t demand.
It’s how interest becomes consults… and consults become starts.
You’re busy… but conversion is leaking.
Busyness hides inefficiency.
Money gets lost between first contact and signed contract.
You’re doing well… but you’re capped.
Small conversion increases = massive gains. And you can feel the ceiling even if revenue looks “fine.”
Here’s the part most practices miss:
Patients don’t decide to start treatment in the chair.
When starts stall, it’s usually not “price.”
It’s uncertainty caused by gaps between marketing → phones → consult → follow-up.
And those gaps don’t get fixed by the doctor alone.
You're in one of These Three Realities.
You're not busy enough.
The issue usually isn’t demand.
It’s how interest becomes consults… and consults become starts.
You’re busy… but conversion is leaking.
Busyness hides inefficiency.
Money gets lost between first contact and signed contract.
You’re doing well… but you’re capped.
Small conversion increases = massive gains. And you can feel the ceiling even if revenue looks “fine.”
Here’s the part most practices miss:
The ortho “sales problem” isn’t one moment. It’s the whole funnel.
Orthodontists want starts to happen at the consult.
But starts are decided long before the consult—and lost in the gaps between steps.
Here’s the punchline:
When the funnel isn’t engineered, it leaks everywhere:
Marketing creates interest… but contact is slow. (“We’ll call you back.”)
Contact happens… but scheduling is sloppy.
Consults go well… but patients leave uncertain.
“Price objections” show up… but it’s usually not price—it’s how the decision was framed.
4M doesn’t teach one
“closing trick.”
It teaches the whole system - from first contact to signed contract - so your office gets more “yes” outcomes.
The doctor shouldn’t be the only person who understands the funnel.
Which brings us to the most underrated decision you’ll make for this event.
You're in one of These Three Realities.
You're not busy enough.
The issue usually isn’t demand.
It’s how interest becomes consults… and consults become starts.
You’re busy… but conversion is leaking.
Busyness hides inefficiency.
Money gets lost between first contact and signed contract.
You’re doing well… but you’re capped.
Small conversion increases = massive gains. And you can feel the ceiling even if revenue looks “fine.”
Here’s the part most practices miss:
The ortho “sales problem” isn’t one moment. It’s the whole funnel.
Orthodontists want starts to happen at the consult.
But starts are decided long before the consult—and lost in the gaps between steps.
Here’s the punchline:
When the funnel isn’t engineered, it leaks everywhere:
- Marketing creates interest… but contact is slow (“We’ll call you back.”)
- Contact happens… but scheduling is sloppy.
- Consults go well… but patients leave uncertain.
- “Price objections” show up… but it’s usually not price—it’s how the decision was framed.
4M doesn’t teach one
“closing trick.”
It breaks down the funnel scientifically—from A to Z—so your office can walk patients through it and get more “yes” outcomes.
The doctor shouldn’t be the only person who understands the funnel.
Which brings us to the most underrated decision you’ll make for this event.
early bird - LIMITED quantity
ITS $700 OFF!!
One Time Purchase
$1,295
Same price for doctors and team members.
Because if you want more case acceptance,
your team can’t be optional.
4 - Flex Pay
$323
Same price for doctors and team members.
Because if you want more case acceptance,
your team can’t be optional.
Bring a Key Team Member - Your Results Depend on it.
4M is built for doctors + one or two key team members—because the funnel doesn’t run itself.
You can learn everything in the room. But if you go home and try to “explain it” to your team…
It turns into a game of telephone and the funnel stays the same.
Bringing a key team member changes the outcome because:
You both see where patients drop out and why
You both hear the same framework at the same time
You both align on who owns which step (marketing, phones, scheduling, consult flow)
You leave ready to implement—without the “Monday resistance”
Who Should You Bring?
Bring the person who touches the funnel the most, Remeber:
This is about building a practice that gets more consults, more starts, and more money because the whole funnel is finally a system.
This is about building a practice that gets more consults, more starts, and more money because the whole funnel is finally a system.
Treatment
Coordinator
(best default — consult + close + follow-up)
Office Manager / Lead Front Desk
(contact + scheduling + speed-to-lead)
Spouse / business partner
(if they influence big decisions: pricing, marketing spend, growth)
early bird - LIMITED quantity
ITS 700 OFF!!
One Time Purchase
$1,295
Same price for doctors and team members.
Because if you want more case acceptance,
your team can’t be optional.
4 - Flex Pay
$323
Same price for doctors and team members.
Because if you want more case acceptance,
your team can’t be optional.
super early bird
ITS $800 OFF!!
$1,195
Super Early Bird
Same price for doctors and team members.
Because if you want more case acceptance, your team can’t be optional.
No contracts - cancel anytime
Built for practice owners
Who can’t disappear for a week.
4M runs over two days:
Friday, October 9
Full day of deep work
- Your Money Destination (5-Year Plan)
Set the destination so every marketing + pricing decision gets easier.
- The Orthodontic Sales Funnel (A to Z)
Where money is made and lost from first contact to start.
- Speed to Lead: The First 5 Minutes Win Cases
Protect the marketing dollars you already spent.
- Fees and Profit (What Helps vs Hurts)
Make data driven decisions.
- Should You Charge New Patient Exam Fees?
Learn when to charge them.
- Close Cases Before They Even Walk In
Phone skills + lead nurturing + first impression systems.
- Doctor vs TC Closing Roles (So Patients Don’t Stall)
Misalignment costs practices millions.
- Read Your P&L Like a CEO
Find leaks. Keep more profit when you grow.
- Marketing That Actually Works (ROI Allocation)
What to scale, fix, or cut.
- Granular Marketing Ideas That Drive Starts
Tactical moves you can implement immediately.
Saturday, October 10
Half day focused on implementation
- Implementation Without Overwhelm
How to bring it home and actually install it.
- Extra Revenue Streams That Don’t Add Stress
Add-ons + systems teams can execute.
- Break Out of the Rat Race (Niche Strategy)
Stop competing on price.
- Small Conversion Increases = Massive Revenue Gains
The math behind tiny improvements that compound.
- Tech Scaling (Don’t Let Growth Break You)
Where failing to scale tech costs you big time.
- Objections & Scripts That Don’t Sound Scripted
Handle “I need to think about it” without pressure.
- Final Q&A: Tie It Back to Starts + Money + Execution
The Joseph, Nashville
October 9th – 10th
You’re staying at The Joseph Nashville, one of the most premium hotels in the city—steps from Broadway, steps from the riverwalk, and right in the middle of everything that makes Nashville… Nashville.
So you’re not commuting across town.
You’re not stuck in a bland ballroom.
You’re in an environment that actually feels like a “big move” for your practice.
Room Reservations: Room Block ends on
Wednesday, March 4, 2026
401 Korean Veterans Blvd
The Joseph, Nashville
October 9th – 10th
You’re staying at The Joseph Nashville, one of the most premium hotels in the city—steps from Broadway, steps from the riverwalk, and right in the middle of everything that makes Nashville… Nashville.
So you’re not commuting across town.
You’re not stuck in a bland ballroom.
You’re in an environment that actually feels like a “big move” for your practice.
Room Reservations: Limited room block availability
401 Korean Veterans Blvd
The Joseph, Nashville
October 9th – 10th
4M is hosted at The Joseph—one of the most premium hotels in Nashville, steps from Broadway.
So you’re not commuting across town.
You’re not stuck in a bland ballroom.
You’re in an environment that actually feels like a “big move” for your practice.
Room Reservations: Room Block ends on
Wednesday, March 4, 2026
401 Korean Veterans Blvd
Get social
We’re not publishing the details yet.
Not because we don’t have a plan…
BECAUSE THE SURPRISE IS PART OF IT!
Here’s what you do need to know:
We’re in Nashville
We’re steps from Broadway
And if you’ve been to an Orthopreneurs event before… you already know how we do this.
Expect great people, great energy, and the kind of night that makes the whole trip feel worth it.
THE NASHVILLE EXPERIENCE
When the sessions end, the city takes over.
This meeting isn’t designed to end when the projector turns off.
It’s designed to continue—over dinner, drinks, live music, and conversations that don’t happen inside a ballroom.
a taste of nashville
This meeting isn’t designed to end when the projector turns off.
It’s designed to continue—over dinner, drinks, live music, and conversations that don’t happen inside a ballroom.
Nashville, the way it’s meant to be experienced
From the hotel, you’re minutes from Broadway Nashville—where live music pours out of every door, rooftops stay packed, and you can wander until you find your vibe.
Live bands at every level. Whether it’s:
Multi-story honky-tonks
Rooftop bars overlooking the city
Late-night conversations that turn into big ideas
You don’t need a plan.
You just need a crew - and you've already got one.
Built by the team behind OP SUMMIT.
If you’ve heard of OP Summit.
You already know what this means.
4M is a brand-new meeting.
But it’s not built by new people.
It’s built by the same team that created OP Summit—the largest, most respected business and leadership event in orthodontics.
The same philosophy.
The same attention to detail.
The same focus on real-world results—not theory.
OP Summit didn’t become what it is by accident.
It became what it is because:
it delivers actual value
it respects the time and intelligence of orthodontists
it consistently creates experiences people talk about long after they leave
Dr. Michael Lee
Board-Certified Orthodonits
Attending the OP Summit was a game-changer for my practice. The insights I gained from the expert panel have significantly improved my patient care and treatment outcomes.
This summit exceeded my expectations in every way. From the cutting-edge research presented, to the hands-on workshops, it was a comprehensive learning experience that I've been able to apply directly to my work. It's a fantastic investment in your professional development
The OP Summit brought together some of the brightest minds in the industry, and the knowledge shared was invaluable. The sessions were informative and relevant, covering the latest trends and techniques. It's an event that every orthodontist should attend
Dr. Michael Lee
Board Certified Orthodontist
Dr. Anthony Ramirez
Orthodontics Clinic Owner
The OP Summit brought together some of the brightest minds in the industry, and the knowledge shared was invaluable. The sessions were informative and relevant, covering the latest trends and techniques. It's an event that every orthodontist should attend
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Ticket Terms & Conditions
The 4M – Make More Money Meeting (“Event”) is organized and operated by Orthopreneurs (“Organizer,” “we,” “us,” or “our”).
By purchasing a ticket to the Event, you (“Attendee”) agree to the following Terms & Conditions:
1. All Ticket Sales Are Final (Non-Refundable Prior to Event)
All ticket purchases are final and non-refundable prior to the Event.
Once a ticket is purchased, no refunds shall be issued before the Event for any reason, including but not limited to:
- Scheduling conflicts
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- Illness
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By completing your purchase, you expressly acknowledge and agree that your ticket is non-refundable prior to the Event.
Nothing in these Terms limits Orthopreneurs’ sole and absolute discretion to issue a refund after the Event has concluded.
Any such refund, if granted, is voluntary and does not create precedent or obligation.
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Tickets are transferable.
If you are unable to attend, you may transfer your ticket to another individual subject to the following:
- Transfer must be requested in writing by the original purchaser
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- Requests must be received at least 7 days prior to the Event
Orthopreneurs reserves the right to approve, deny, or condition any transfer request at its sole discretion.
Only one transfer per ticket is permitted unless otherwise approved.
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Such modifications shall not constitute grounds for refund.
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Orthopreneurs shall not be liable for any delay, interruption, rescheduling, modification, or cancellation of the Event resulting from causes beyond its reasonable control, including but not limited to:
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In such circumstances, Orthopreneurs may, at its sole discretion:
- Reschedule the Event
- Offer credit toward a future event
- Modify the format of delivery
Refunds are not guaranteed in force majeure situations.
6. Assumption of Risk
Attendee voluntarily assumes all risks associated with attendance at the Event, including travel-related risks and risks associated with participation in a live event environment.
Attendee agrees that Orthopreneurs shall not be responsible for personal injury, illness, loss, theft, or damage to personal property.
7. Limitation of Liability
To the fullest extent permitted by law:
Orthopreneurs’ total liability arising out of or related to the Event shall not exceed the amount paid by the Attendee for the ticket.
Orthopreneurs shall not be liable for:
- Indirect damages
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This limitation applies regardless of the legal theory asserted.
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By attending the Event, Attendee grants Orthopreneurs the irrevocable right and permission to:
- Photograph
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- Use likeness, name, image, voice, or statements
For promotional, marketing, advertising, educational, or commercial purposes in any media now known or later developed.
Attendee waives any right to inspect or approve the final use of such materials and releases Orthopreneurs from any claims arising from the use of such media.
If an Attendee does not wish to appear in recordings, they must notify Orthopreneurs in writing prior to the Event.
9. Chargebacks & Payment Disputes
By purchasing a ticket, Attendee agrees not to initiate a chargeback or payment dispute in contradiction to these Terms.
In the event of a chargeback attempt, Orthopreneurs reserves the right to:
- Provide these Terms as evidence
- Pursue recovery of disputed amounts
- Recover reasonable administrative or legal costs associated with the dispute
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These Terms shall be governed by and construed in accordance with the laws of the State in which Orthopreneurs is legally registered, without regard to conflict of law principles.
11. Agreement to Terms
By completing your ticket purchase, you acknowledge that you have read, understood, and agreed to these Terms & Conditions in full.
401 Korean Veterans Blvd
Nashville, TN 37203
4M - MAKE MORE MONEY