Episode 17 New Year – Best Practices
Feb 15, 2017
In Episode 17, Danielle asks Katia about what she does to prepare for the new year insurance-wise and practice-wise. Topics include: what to ask clients in the new year regarding insurance, how to explain to clients about their deductibles resetting and options to provide them, and general best practices for your practice such as resigning ROIs and gathering your expenses from the last year.
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