Episode #116

20/20 Money Episode #116 – Strategies and procedures to increase your capture rate & second pair sales

January 25, 2021

Jennifer runs a very successful private practice and also a successful sports vision practice in Connecticut. Long-time listeners will know that Jennifer’s been on the show in the past and I was excited to have her back to talk through how she thinks about the KPIs (key performance indicators) of her practice, specifically around how they’ve increased their capture rate and second pair sales. In today’s conversation we talk about how she’s created a culture with her team to always strive for better, the language and scripting process she’s used to help convey the benefit to patients, a key annual conversation that she has every year with an outside resource, the proactive steps that her team takes before the patient even steps foot into her practice, and many other great strategies that can help you improve a KPI that, in the end, will help you increase the profitability of your practice.

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 or check out any number of additional free resources like our eBooks and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Dr. Jennifer Stewart.

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Episode Transcript

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