Practice Management Collection 101

Immediate access to four video sessions:

• Reduce Cognitive Load & Become a Calendar Ninja
  Reduce distractions, create automations, and maximize your workday
• Optimize Your Practice with Scheduling Technology
  Learn techniques to enhance scheduling, save time, and improve the client experience. 
• Create Templates to Save Time & Maximize Efficiency
  Ensure thorough preparation and documentation before and after every meeting.
• Build a Consistent & Memorable VIP Client Experience
  Implement systems, processes, and workflows to increase client confidence.

Presented by Amy Jamrog, CFP®, Bailey Shafer & Caro Sheridan