[00:00 – 06:00] Introduction & Why AI Matters Now Jimmy & Dustin set the stage: how AI has shifted from “shiny object” to practice transformer.
[06:00 – 20:00] Real-World Use Cases & Case Studies How practices are using AI + VAs for treatment planning, marketing, and admin support.
[20:00 – 33:00] Custom GPTs & Brand Voice Demo of building GPTs trained on reviews/patient language — why it changes case acceptance.
[33:00 – 44:00] Fixing the No-Show Problem How AI + automation improves show rates, follow-up, and patient qualification.
[44:00 – 52:00] Emotional Storytelling & Case Conversion Turning patient stories into powerful marketing and treatment acceptance tools.
[52:00 – 1:08:00] Workflow & Systems Transformation Automation, dashboards, and how to build efficient, friction-free practices.
[1:08:00 – 1:17:00] The $500K to $6.8M Roadmap Step-by-step plan for leveraging AI to unlock revenue and efficiency gains.
[1:17:00 – 1:28:00] Accelerator vs. Mastermind Explained What each level includes, Done-For-You options, and which is right for your practice.
[1:28:00 – 1:36:00] Bonuses & Limited Enrollment Custom GPTs, DFY credits, and why early action matters.
[1:46:00 – End] Dustin’s Perspective & Closing Dustin shares why he believes Jimmy is the right leader for orthodontists in 2025.
Dustin and Jimmy both know that AI isn’t going away. AI is here to stay and it’s already reshaping orthodontics forever. That’s why they are personally committing to this program for at least the next 3 years and why they have added two bold promises to make this a true once-in-a-lifetime opportunity for subscribers of Dustin’s Weekend Update who enroll by October 15:
The 5X ROI Guarantee: If you don’t feel you’ve achieved at least a 5X return on your investment in the first 2 years, you’ll receive a 3rd year free.
Two Years for the Price of One: Founding Members who enroll by Oct 15 lock in 2 full years of membership & services for the price of 1.
Easiest Way to Join: Just $497 today (refundable if we can’t grant your geographic exclusivity), then as low as $1,247/month to maintain your Charter Member spot.
👉 All additional Founding Member bonuses are listed below. Consulting days and 1:1 priorities are scheduled in order of enrollment.


Just $497 today secures your Charter spot (refundable if we can’t grant your geographic exclusivity).
Fully applied to your chosen payment option.
Best Value (One Pay):
$497 deposit + $24,503 =
$25,000 total
Most Popular:
$497 deposit + $4,500 down. Then, 23 monthly payments of $997 = $27,928 total
Easiest Start (Lowest Monthly Payments):
$497 deposit, then 24 monthly payments of $1,247 = $30,425 total
5X ROI in 24 months or your 3rd year free
Two years for the price of one (pricing will never repeated after Oct 15)
$497 Refundable deposit if exclusivity is already claimed in your area
This is the only program in orthodontics and dentistry that combines AI, Marketing, and Operations into one proven system. You’ll learn how to leverage these tools in your practice forever and unlike other programs that leave you to figure it out on your own, we also include Done-For-You services within the program as well as Done-For-You options so you and your team can see results even faster.
This offer ends October 15th and will never be repeated

1 Monthly Live Zoom Call with Jimmy & Dustin
Beyond AI Coaching Bonus Calls throughout the year with Jimmy & Dustin. Sample topics include:
EOS & Jimmy's Simple Alignment System: Proven frameworks for vision, accountability and execution so your entire team rows in the same direction. Imagine having the founder, the team, vendors and patients all in alignment.
Capital, Growth & Equity Strategies: raise capital, structure equity, and prepare for exits or joint ventures you couldn’t unlock on your own.
Profit-Sharing & Incentive Models: motivate and retain a high-performing team without raising fixed overhead.
Advanced Patient Acquisition & Retention: battle-tested campaigns, automation, and scripts that generate consults and increase starts.
High-Level Leadership & Succession Planning: create an organization that runs without you and grows in value. (both professionally & personally)
Sales Coaching for Treatment Coordinators & Staff: practical training that helps your team turn more “maybes” into “yeses.”
Lifestyle Design & Time Allocation: convert higher profits into more freedom, travel, and peace of mind.
Personal Wealth & Capital Strategies: unlock opportunities for investment, passive income, and long-term security.
Resilient Growth Mindset: build the resilience and adaptability needed to thrive through industry shifts, overcome setbacks with confidence, and inspire your team to grow stronger in the face of challenges.
And that’s just the start. You can request additional topics anytime. If there’s a challenge holding back your practice or your personal growth, we’ll gladly cover it.
Bottom line: AI may be the lever, but the real transformation comes from combining it with smarter systems, stronger leadership and bigger strategies for growth and freedom.
At least 4/mo Open Office Hour Sessions With Jimmy/Team scheduled at different times for more flexibility
Online Community to network & ask questions between open office hours calls
Live Annual 2-Day Event with Jimmy and Dustin for up to 3 attendees ($997 for additional attendees),
Access to Member's Vault: Call Replays, Trainings, Step-By-Step Guides (unlimited team members)
Additional 1:1 support from Jimmy's team available


Major GPT customizations (Brand Voice, Patient Voice, Dustin's TC Training & Follow-Up, Irresistible Offers, USPs, Ideal Avatars, Standardized Common Email Responses, Board of Advisors, AEO & SEO Strategy, Location Analysis & Strategy, Testimonials, & at least 50 more GPTs that you can also further customize delivered throughout the program).
Transcription of up to 50 testimonial videos & Unlimited Google Reviews scraping to build out your Brand's Voice GTP with yours and your patient's voice
(4) AI Agent Configuration & Setup for Review Agent, Inbound Calls, Outbound Calls, Website Chat Conversations ($297/mo/agent is waived for members. Usage is extra - 21 cents/min, 4 cents per chat message, premium GHL triggers 3 cents / trigger, 25 cents per review response)
(5) 8 second AI videos to use for ad hooks, social media or your website
Customized DFY book with simple questions you answer by talking so the book is in your voice & your desired patient's voice
Published on Amazon (Paperback) and Kindle
Book funnel setup with landing page and website integration included
Paid press release blast
Automated Bi-weekly blog posting & sharing on social media for your practice if you have a Wordpress website (if not the system will email the blog posts for you to post)
Jimmy & Dustin's GHL CRM Snapshot with Zoom & Calendar Integration with G-Suite or Outlook365 ($499/mo, waived for members) with unlimited contacts and team member users
DFY New Patient Guide based on your interview and patients reviews & testimonials
Basic Dashboard Setup for GHL & Google Analytics through Looker Studio (Further customizations available)
EDDM Direct Mail Strategy with targeting selection and Campaign Design
Printing & Postage, Funnel, Re-target Ad spend, Fulfillment with all inclusive pricing ~ 73 to 93 cents depending on QTY)
Other typical marketing agency services but done through trained VAs to give you more control & better value


10% discount on additional services
Access to Dedicated VAs & Shared VAs:
One-Time Recruitment & Training Fee of $6.5k then ~ $12/hr to $17/hr
Additional AI Agent Buildout Access: $995 setup each or 6 for $4,995 (plus usage)
1 Wearable Device with 1 yrs worth of unlimited transcription (perfect for TCs to have in-person conversations automatically transcribed and sent over to Dustin's TC GPT)
Exclusivity: 3-mile radius around primary office location
Everything in this program you 100% own while you are a member. When/if you stop becoming a member you would simply pay the monthly fees and usage for what you want to keep
ROI Guarantee: 5X ROI or additional year free
1:1 Consulting Bonus For One-Pays: 8 total flex hours with Jimmy
Founding Member bonuses and consulting days are only available until October 15. Reservation deposits of $497 must be submitted by October 15 to qualify. Consulting days and 1:1 priorities are scheduled in order of enrollment.


If You Wait:
Competitors using AI attract your future patients
Inefficiency = hundreds of thousands lost annually
Staff burnout → higher turnover + lower morale
Competitors deliver smoother experiences → you look outdated
DSOs/disruptors gain ground → risk being acquired on their terms
Exclusivity vanishes: Once your area is claimed, you’re locked out
If you’re not ready to begin right away, you can still hold your territory through our Waiting List Program:
$497 deposit + $497/month (credited toward your future plan for up to 12 months).
Fully locks in your geographic exclusivity while you prepare to start.
AI in orthodontics isn’t coming someday... it's already here. Early adopters are reporting $500k+ in new revenue within 6 months and $1.4M+ in 12 months. Meanwhile, practices that hesitate are losing ground in painful ways:
Competitors are moving faster. They’re using AI to respond quickly, communicate clearly, and win patients who would have chosen you.
Your own patients aren’t saying yes. Without AI-driven follow-up, consults slip away instead of starting treatment.
Exclusivity is limited. We protect a 3-mile radius around each office. Once your area is claimed, it’s gone. Your $497 deposit is refunded only if there’s a conflict.
Money is left on the table. Even one lost start per week (avg. $6,000 case) equals $300k+ in lost production annually, just from stalled consults.
Team stress continues. Without support, staff burn out, turnover rises, and patients feel the decline in morale.
If You Act Now:
Unlock $500k in 6 months and $1.4M in 12
Save 20+ staff hours each month
Reduce no-shows by 30% with permanent AI assets (50+ GPTs, DFY builds, Board of Advisors GPT)
Empower your team with training, community, and live events
Position your practice as the AI-powered market leader
Lock in your exclusive territory before it’s gone

Bottom line: Waiting doesn’t just keep you stuck, it may lock you out entirely. AI is the lever. Grab it now, secure your exclusive territory, and gain an unfair advantage. Delay, and you’ll watch others pass you by while your own starts stall.

Reminder: Once your territory is claimed, it’s gone. Deposits are refunded if your area is already taken, but waiting means you lose the chance forever.
With Dustin and Jimmy guiding you, you don’t need to be a tech expert or rebuild your practice from scratch to get results. We’ll show you how to pull a few simple levers that:
Save hours every week by eliminating repetitive admin and follow-up.
Elevate patient experience with consistent, personalized messaging in your brand voice.
Boost your bottom line by turning more consults into starts, while protecting your exclusive territory.
Think of the possibilities:
Create instant video hooks for patient testimonials
Clip and combine for social ads or highlight reels
Produce polished content in minutes instead of hours
This is where an AI video editor can transform your workflow. No additional payroll fees. Just an eager-to-work AI Video Editor. If someone already handles marketing internally at your practice, they’ll love having this kind of support at their fingertips too.
Every orthodontist who watches the replay receives access to the AI Implementation Roadmap which is a step-by-step guide showing you how practices are unlocking $500K in 6 months and $1.4M in 12 months without burning out their team.
This roadmap is your blueprint if you want to implement on your own. On the other hand, if you’d rather save time and accelerate results, you can lean on Jimmy, Dustin, and our team for coaching, guided support or even full done-for-you implementation.
For your convenience, we’ve also included the slides from the webinar presentation so you can review, share with your team, and put the concepts into action. In addition, below you have access to three supplemental resources we shared leading up to the webinar.
Together, these tools give you a clear picture of where orthodontics is headed and how to adapt (by Jimmy Nicholas).
To make it even easier, we’ve also included the full slide deck from the webinar so you can review key concepts at a glance.
AI Implementation Roadmap:
Exact framework for pulling the right AI levers quarter by quarter
How to scale from $500K in 6 months to $6.8M+ in high-adoption scenarios
Step-by-step with tools, examples and ROI numbers


7 Essential Quotes for Orthodontists Adapting to AI:
Inspiring insights from leaders like Darwin, Drucker, Sinek, and Jobs
Perfect to share with your team to spark alignment and mindset
The State of AI in Orthodontics 2025 Report:
19-page supplemental research showing what early adopters are already doing
Covers diagnostics, operations, finance, sales/marketing, and leadership


The Hidden $2.4M Crisis in Your Practice:
Reveals the admin inefficiencies costing the average ortho practice $2.4M over 5 years
Shows how AI + automation can reclaim time and reduce burnout
Slides from the Webinar Presentation:
Slide deck from the live training
Covers diagnostics, operations, finance, sales/marketing, and leadership
Perfect companion to the replay for note-taking and implementation

Dr. Blair Feldman, Co-Founder of Retainer Club
Blair recently worked with Jimmy on AI, CRM Implementation & Virtual Assistant Training.
Dr. Leif Loberg's success story is coming soon too.
These testimonials, awards and interviews come from the Jimmy 1.0 era before AI was ready to transform orthodontics. Now, with Dustin and the Jimmy 2.0 model powered by AI, team-wide training and Virtual Assistants, you have the chance to be in the next success story in this new AI era.
Exclusivity Guarantee: We protect a 3-mile radius around your primary office. If your market is already taken, your $497 deposit is fully refunded. Once a territory is claimed, it’s gone.
"By focusing on client results, we took an orthodontist from $10k a month online to over $282k in a single month... Always give more value than you receive."
Spoke at Harvard Entrepreneurs Club on the entrepreneur’s journey and growth.
Jimmy edges out Dustin and wins of Dan Kennedy’s 2013 Marketer of the Year.
Awarded by Dan Kennedy’s ~40,000 direct response marketing members.
“Jimmy’s research-based system gives doctors a decisive, unique advantage and shows exactly how their marketing dollars are producing results...It’s based on years and years of experience working with hundreds of doctors all over the country... Run, don’t walk, this is a good guy that can help you take your practice to the next level.”
Jack Canfield Who is the Co-Author of Chicken Soup for the Soul & The Success Principles (Testimonial)
"If you want more patients, more money, more time off — Jimmy can help you do that... I was very impressed with what you do and how you do it. Take advantage of this, because the decisions you make and the actions you take determine your future."
Jack Canfield Who is the Co-Author of Chicken Soup for the Soul & The Success Principles (Full Interview)
“Doctors aren’t taught marketing in school, Jimmy makes sure they systematically attract new patients automatically.”
Kevin Harrington, Original Shark from Shark Tank
“Jimmy helps doctors uncover their uniqueness — because without it, patients will choose competitors instead.”
Leeza Gibbons, Emmy-winning host, Entertainment Tonight & Leeza Live.
“We went from 5–10 new patients a month from Google to 5–10 new patients a day to $168k in one month.”
Dr. Dustin Burleson (Ortho)
“The thing I’ve been most impressed with is the customer service, going above and beyond is the norm.”
Dr. William Marshall (Ortho)
“We’ve tripled our business, a 300% increase since joining Jimmy.”
Dr. Leif Loberg (Dental/Ortho)
“Well over 120 new patients every month, ROI through the roof thanks to Jimmy’s team.”
Dr. Cary Goldberg (Dental Excellence)
“Our new patients are up 70% year over year — triple-digit starts for the first time in 15 years.”
Dr. Howard Shullman (Ortho)
“This isn’t cookie cutter. Their system acts like a true online marketing coordinator delivering ROI every month.”
Dr. Brad Mokris (Ortho)
“I’d been burned by other marketers. With Jimmy, ROI is clear as they show cost per lead. I wish I had started sooner.”
Dr. Borrello (Ortho)
“They completely changed my business — more than double-digit growth year over year.”
Dr. Mike Burgdorf (Plastic Surgery)
“They really listen, guide us with ideas, and feel like part of our practice. The customer service is better than any company I’ve worked with.”
Robin (Lisa Grant Ortho – Practice Coordinator)
“We’re doing nearly $3M a year in revenue directly from patients Jimmy’s team connected us with online.”
Dr. Jared Brader (Audiology)
“We’ve seen 15:1 ROI and positioning that builds trust and authority. Hands down the only trusted source in hearing healthcare.”
Dr. Keith Darrow (Audiology Thought Leader)
“We went from 40 new patients a month to over 100 — we now dominate the web in our area.”
Dr. Chris Milkie (Podiatry)
“They’re proactive, not reactive — always looking out for our best interests. Our growth has been dramatic since partnering with them.”
Lori (Center for Dental Excellence – Admin)
“Clients on Jimmy’s systems double or triple their leads compared to everyone else. I see it every single day in the reporting.”
Morgan (Audma – Strategic Partner)
“I was skeptical at first, but the results have been better than expected. Their team is responsive, fast, and gets it right the first time.”
Dr. Samuel Burrow (Ortho)
“If you’re looking for a great speaker who can galvanize a room and make you look like a rock star, run, don’t walk to Jimmy Nicholas.”
Bari Baumgardner, Sage Event Management (50+ events/year)
All of these results were achieved in Jimmy 1.0, before AI was ready and his arsenal. In this new AI era, wins happen faster, costs are lower and implementation is easier with your team or trained Virtual Assistants at $13 to $17/hr.
Whether you’re brand new to working with us, a past client ready to return, or one of the doctors we helped successfully exit... even if you’ve stepped into an entirely new niche as a coach or consultant, we’d be honored to help you apply these principles in your next chapter.

Imagine having a highly trained professional who speaks excellent English, works in your time zone, and handles the exact tasks that burn out your team today from calling unconverted leads to managing your CRM, running ads, posting blogs, or even editing AI videos.
With Dustin & Jimmy’s recruiting and training system, you don’t get “random freelancers,” you get VAs who are:
Pre-vetted for healthcare and orthodontics
Continuously trained on AI tools, marketing, and systems
HIPAA-ready with compliance handled for you
Available as dedicated or shared VAs depending on your needs.
💡 Agencies charge ~$7,500/month for this coverage. As a Charter Member, you’ll pay:
$6,500 one-time recruitment & placement
~$12–$17/hr for dedicated VAs (or ~$2,750/mo shared)
Abryl - One of our VA hires 8-7-2-3
$6,500 one-time recruitment & placement fee + ~$12–$17/hr
One VA focused solely on your practice.
Can be a general VA or a specialist (CRM manager, CPA, call center rep, etc.).
Ideal if you want deep, ongoing support in specific areas.
Monica - One of our VA hires 7-5-4-3
$6,500 one-time placement fee (Even though we are paying $25k in fees for 5 unique roles - we will spread that cost with other practice owners) + ~$15/hr. to $20/hr (~$2,500/mo to $35,000/mo depending on the experience and modalities)
Shared 2 to 5 specialties below with 2 to 4 non-competing practices.
Equivalent to ~4 VAs working ~8 hrs/week each in specialized roles.
Includes 5 hrs/week of additional dedicated account management, strategy & analysis
All VAs receive weekly training from Jimmy & his team.
Perfect for broad coverage across multiple specialties without hiring full-time.
AI Video Editing & Image Creation
Social Media & Content Repurposing
Website Updates (landing pages, CTAs, promotions
AI Video Editing & Image Creation
SEO & AEO Specialist (Google + AI search engines)
Ads Manager (Google, Meta, TikTok, YouTube, Retargeting)
CRM & Workflow Specialist (pipelines, automations, SMS/email campaigns)
AI Architect (AI agents, dashboards, notifications, reporting)
Fabiola - One of our VA hires 6-6-5-4
Monica - One of our VA hires 7-5-4-3
Only the top 1% of applicants pass through screening (English fluency + Kolbe testing)
Proven quality: better results than Fiverr/Upwork “hit or miss”
Weekly continuous training with Jimmy’s team
Guaranteed fit: if you’re not satisfied within 4 months, we’ll replace your VA at no cost
We’ll train your existing staff on AI-powered workflows to save hours each week. Whether you hire a VA or not, you’ll still get:
Step-by-step guidance for CRM, automations & patient communication
Access to Jimmy & Dustin’s playbooks
Oversight to make sure tasks align with your practice goals
Universal Systems: AI tools, GPTs, and automation workflows apply globally, not just in the U.S.
Adaptable Messaging: Patient communication frameworks are easily customized to your language, culture and local regulations.
Virtual Assistant Support: Access trained, affordable VAs who can work across time zones to support your practice.
Global Growth Principles: Leadership, efficiency and profit strategies work in any market or economy.
Compliance Support: If needed, we’ll research compliance requirements in your country and help ensure your AI and communication tools meet local standards.
Exclusivity Guarantee: Whether you’re in the U.S. or abroad, we protect a geographic radius for each Charter Member ensuring you’re the first and only practice in your area with these tools.
First-Mover Advantage: International orthodontists can lock in early, becoming the recognized leader in their region before competitors even catch on.


Built and scaled multi-location orthodontic practices
Guided 4,000+ orthodontists worldwide in growth
Best-selling author & world-wide speaker on leadership and patient experience
Serial entrepreneur with 28+ years in business growth
Expertise in marketing, mergers & acquisitions, private equity exits
Built, scaled, and sold multiple companies (including agency to private equity)
Real estate developer and investor
Recognized as Dan Kennedy’s Marketer of the Year
Speaker at Harvard & TV Shows and more


From 2013 to 2019, we helped hundreds of orthodontists scale significantly
Many achieved life-changing exits to private equity
We led the first revolution with proven frameworks, systems, websites, ads, and social media
Now we’re leading the second revolution — AI
Yes your mastermind membership includes access to your staff + VAs. Also, unlimited users, contacts & automations with our CRM.
It’s designed for orthodontists, but works just as well for dentists, consultants or even doctors we’ve helped transition into coaching and new niches.
Yes. You can keep your agency while we layer in AI and VAs. We find it works best when someone in your office acts as the go-between by connecting our strategy and implementation with your agency’s work.
Very quickly. From the moment you get your customized Brand Voice GPT and other DFY Custom GPTS, you’ll start creating better patient-facing messages in less time. Most members see time savings and stronger messaging right away, often in the first week, plus ongoing improvements as we show you more AI shortcuts and efficiency tools.
We use AI to strengthen every step of your conversion process. For example, we’re building a custom GPT with Dr. Burleson and Jimmy's improvements that can analyze transcripts of treatment coordinator conversations, provide coaching on what should have been said differently, and even generate multiple text, email, or call scripts to follow up with unconverted leads.
AI also helps move patients closer to scheduling or starting treatment by keeping the conversation going automatically. You can even add a trained Virtual Assistant to call or text unconverted leads directly which is a highly cost-effective way to turn more “maybes” into “yeses.”
Bottom line: your team (and VAs, if you choose) will have proven frameworks, AI-powered tools, and ongoing coaching to help more patients start treatment with confidence.
No. This program is for people are committed to scaling. Instead of refunds, you leave with permanent assets: GPTs, frameworks, DFY work you own forever. However, if you submit the $497 deposit and your area is not available due to an exclusivity conflict we will refund your $497 deposit.
Yes, if you come to CT or Jimmy traveling near your office and the timing works out. You can also do the session virtually.
Not at all. You don’t need to be a programmer or even “techie.” Jimmy isn’t a programmer either and he uses these tools every day with ease. We’ll show you step by step how to use AI in ways that feel simple and practical. And if you prefer, your team or VAs can handle much of the implementation for you.
Yes our principles apply anywhere in the world. While some examples and benchmarks are based on U.S. practices, the core strategies of AI-powered systems, team training, patient communication workflows, and virtual assistant support are universal. We’ve worked with practices internationally, and the same tools adapt easily to your market, culture and regulations.
Yes, absolutely. If you already have strong internal team members, we’ll help them become more efficient and effective. They’ll get training on AI-powered workflows, CRM, automations, and patient communications so they can save hours each week while producing better results. Bottom line: whether you hire a VA or use your existing team, you’ll get more done with less stress.
November 5 at 1 PM EST OR 8 PM EST for Mastermind Level and November 6 at 1 PM OR 8 PM EST for Accelerator Level.
By default we will include 3 miles around your primary office location. We can discuss and customize further.
Refundable Deposit: Your $497 deposit is fully refunded if we can’t grant exclusivity in your market.
100% Transparency: If this isn’t a fit, we’ll tell you directly. No pressure, no games.
Clarity & Confidence: Before you finalize, you’ll know exactly how this will help your team save time, convert more starts, and give you a clear path to 5–10X ROI.
Jimmy is extremely easy to talk to, and if this isn’t a fit, he will come right out and tell you.
You enrolling in either program isn’t going to change his life, but it very well could change yours in a drastic way.
100% no obligation.
Bottom line: This isn’t about pressure. It’s about giving you clarity and confidence so you can make the best decision for your practice, your team, and your family.
Over the past two decades, Dustin has coached and mentored thousands of orthodontists. He’s passionate about helping practices save time, grow faster and reduce stress. He’s never been more excited than he is right now to be working alongside Jimmy again.
Together, they’ve designed a program that brings the best of proven systems, principles and the new possibilities with AI.
Why Jimmy’s track record in dentistry and orthodontics is unparalleled from a private equity exit to helping practices worldwide.
How Jimmy goes beyond AI with personal access and smart guidance in all areas of practice growth.
Why Dustin wishes he had this program years ago and why now is the moment to join.

