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Episode #31: Annual Planning – Who Not How

Join Jon and Ed in the throes of practicing what they preach, mid-execution at the YellowTelescope, SEOversite, and iScreamSocialMedia Annual Planning Meeting.

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Join Jon and Ed in the throes of practicing what they preach, mid-execution at the YellowTelescope, SEOversite, and iScreamSocialMedia Annual Planning Meeting. Many medical practices and med spas rarely make the time to have a regular team meeting (and if they do, they are often ineffective), let alone a day-long, out-of-office retreat with their senior leadership to simultaneously look into the rearview and through the windshield. Tune in to see Ed give Jon a genuine surprise before they discuss our own traditions and best practices and how they dovetail with those of our clients when executing an effective annual planning meeting. And if it isn’t your strength, they go even further to explain how a simple concept can free you up to focus on what you’re better at, while providing an opportunity for someone else to excel for the benefit of the whole practice.

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