Williams Group Webinars
View all Williams Group webinars on YouTube!
Reduce Your Taxes: Essential Strategies for Optometrists
with Brad Rourke
Dive into the world of tax optimization tailored specifically for optometrists in this detailed webinar. Join Brad Rourke, CPA, ABV, and President of Williams Group, as he shares his extensive expertise in optometry-specific financial strategies. In this session, Brad covers essential tax reduction tactics and their potential impacts: Income Splitting: Discover how to maximize your earnings with smart income distribution techniques. Augusta Rule: Learn how to leverage your residence for business expense deductions effectively. Tax Loss Harvesting: Understand how to turn your financial losses into advantageous tax breaks. Bonus - Political Party Tax Plans: Gain insight into how current and proposed tax legislation could affect your finances. Brad breaks down the implications of different political party tax plans, helping you plan strategically for future changes.
Optomizing Scheduling Roles in an Optometry Practice
with Robin Elliott
The final session of our 6-part webinar series delves deep into the roles and responsibilities crucial for scheduling appointments within optometry practices. What You'll Learn: Efficient Role Distribution: Understand who should handle scheduling tasks to optimize your practice's efficiency. Effective Communication: Learn the importance of clear communication channels among your staff. Skill Utilization: Discover how to best use the skills of each team member for effective scheduling. Equip your practice with the essential knowledge to assign scheduling roles effectively, boosting your operational success and enhancing patient service. Don't miss out on the insights that can transform the way your practice handles appointments.
Pre-Appointing & Recall Strategies to Boost Patient Retention
with Robin Elliott
In this insightful webinar, part 5 of our 6-part series, we dive into the key strategies for enhancing your optometry practice through effective pre-appointing and recall techniques. Learn how to distinguish between pre-appointments and recall and discover proactive methods to schedule future appointments that keep your patients engaged and returning for continuous care. We’ll cover best practices for implementing a robust recall system, balancing automated tools with personalized outreach, and ensuring patient loyalty and compliance with treatment plans. Watch now to boost patient retention and grow your practice!
Master the Art of Sliding the Patient Schedule
with Robin Elliott
Williams Group hosted the fourth session of our 6-part webinar series for optometrists, featuring expert Robin Elliott. This session, "Mastering the Art of Sliding the Patient Schedule," focused on enhancing scheduling efficiency within optometry practices. Learn how to adjust your scheduling tactics to accommodate unexpected changes, maximizing daily operations while maintaining high-quality patient care. This webinar is specifically designed for optometry professionals eager to refine their practice management skills. Equip yourself with the necessary strategies to keep your practice adaptable, efficient, and patient-centered.
Mastering Confirmations: Blending Technology with Human Touch in Optometry Practices
with Robin Elliott, Jennica McClure, and Adria Shields
Join Robin Elliott from Williams Group and Jennica McClure and Adria Shields from Weave for session three of the 6-part webinar series. They delve into the crucial balance between technology and personal interaction in optometry practice appointment confirmations. This webinar offers valuable insights into how optometry practices can enhance efficiency and patient communication by integrating sophisticated scheduling technologies with the indispensable human touch. Perfect for those using Weave or considering integrating similar technologies into their practice.
Optimize Your Optometry Practice with Effective Appointment Scheduling!
with Robin Elliott
Our second session of the 6-part webinar series dedicated to perfecting appointment scheduling within optometry practices. This replay offers essential techniques designed to enhance your scheduling efficiency and patient satisfaction. What You'll Learn: Streamlining Processes: Discover how to simplify your appointment scheduling to ensure seamless daily operations. Managing Call Volumes: Get the basics on effectively handling incoming calls to prioritize patient needs without overwhelming your staff. Utilizing Software: Maximize the capabilities of your scheduling software for peak efficiency. Professional Patient Interaction: Learn how every patient interaction can be smooth, professional, and perfectly timed to foster satisfaction and repeat visits.
Master Patient Loyalty in Optometry: Turn Phone Shoppers Into Loyal Patients
with Robin Elliott
Catch the full replay here! In the first session of our 6-part series on Schedule Management, industry expert Robin Elliott, President of Consulting at Williams Group, reveals the secrets to achieving a remarkable 70% conversion rate from phone inquiries. Discover how to turn casual shoppers into loyal patients through proven strategies and practical insights. In this session, you will learn: The importance of understanding where your patients come from. Effective scripting and role-playing techniques to enhance service excellence. Actionable steps to track and improve your team’s success. Robin Elliott provides in-depth guidance on forging strong patient connections and elevating your practice's loyalty and new patient acquisition strategies. Equip your practice with the knowledge needed to transform phone inquiries into loyal patients.
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The Williams Group Optometric Success Center is an on-demand learning library. You’ll receive downloadable tools that you can use as-is or customize to your practice that will help you manage and grow your optometry business. Your team will have access to live one-on-one sessions after they’ve completed each course to ensure your team is successfully grasping concepts. Our accountability is unheard of in the optometry industry and we strive to ensure these proven strategies are executed efficiently within your eyecare practice.
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