Williams Group Webinars

Why Invest in an Optometry Practice? 

with Brad Rourke, CPA, ABV

Owning an optometry practice can be one of the smartest investments you make for your career and future. Join us on Friday, January 24 at 2:15 PM CST for our webinar designed to provide insights into the benefits that come with practice ownership. Explore how advancements in artificial intelligence and large language models are shaping the field, understand the financial returns and professional advantages of ownership, and learn how owning a practice can help you make a meaningful impact in your community.

Ideal for current practice owners, employed associate ODs, and commercial ODs.

Learn the Essentials of Buying an Optometry Practice 

with Brad Rourke

Are you ready to take the next step in your optometry career? In this webinar replay, Brad Rourke, CPA, ABV, shares expert insights to help optometrists navigate the process of buying an optometry practice successfully. Whether you're considering your first practice purchase or expanding your portfolio, this video is packed with actionable advice to guide you through every step. Learn how to evaluate the true value of an optometry practice, the essential due diligence tips to avoid costly mistakes, and strategies for securing financing and structuring the deal. Brad also discusses transition planning for a smooth ownership handoff and the financial and career benefits of owning an optometry practice.

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.