20/20 Money Episode #112: 2020 Rewind: Managing Your Schedule to Profitability with Dr. Gina Wesley (most downloaded episode of 2020!)

Hey everyone, before we get into today’s show, I wanted to let you know about an in-depth write-up I did on our website about the recently passed COVID-19 stimulus package and how it impacts optometrists. While at the time of this recording the Act has yet to be signed into law by President Trump and there seems to be a bit of volleying back and forth between the two branches of government about possible last-minute changes, I believe that the majority of the Act that would impact optometrists would stay intact. If you’re interested in reading that write-up, click on this link or visit our website at www.integratedpwm.com and click on Learning Center.

Now, for the last episode of the 2020, I wanted to share the most popular (as ranked by number of unique downloads) episode of the year. My conversation with Dr. Gina Wesley back in May was a conversation on how she uses her schedule to manage profitability in her practice. The original introduction for the episode is as follows:

Gina joined the show to discuss various ways in which scheduling has impacted the profitability of her practice. We talked about the direct and indirect benefits of having a scheduling philosophy and why empowering your team is an important component to helping you manage an efficient practice. We also discuss the importance of communicating and setting expectations with patients and why it’s important regardless of the type of exam or the journey that they went through (normal exam vs emergency vs walk-in). We also discuss one of the biggest culprits that exists in an office which can throw off the schedule (hint: it may or may not be who you think it is) and how you can fix that problem and we wrap up the conversation with her pre-appointing process and how online scheduling now plays an integral role in her recall process (including the strategic placement of her “Schedule Now” button based off the Z-pattern of how website visitors consume content).

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions that helps them live their “on purpose life.”

And with that introduction, I hope you enjoy the last episode of 20/20 Money IN 2020 and I look forward to continuing to connect with you in 2021!

Start with Why by Simon Sinek

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