Williams Group Webinars

Learn the Essentials of Buying an Optometry Practice

with Brad Rourke, CPA, ABV

Buying an optometry practice is one of the smartest investments you can make – if you do it right.

Join Brad Rourke, CPA, ABV on Friday, December 20 at 2:15 PM central, for a comprehensive webinar designed to help optometrists navigate the complexities of buying a practice. Whether you're evaluating your first purchase or considering expanding your portfolio, our experts will guide you through the essentials, including practice valuation, due diligence, financing, transition planning, and the financial and career benefits of ownership.

Don't miss this opportunity to gain actionable insights from our industry expert and take the next step toward practice ownership!

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.