Presented by Breakthrough Coaching Inc.

Sponsored by:

Integrative Therapeutics

Practice Makes

Perfect

Practice Makes Profit

1

Build the foundation – Set your

structure

Create your measures for success

Know your capacity – use your tools

Take Action – Follow up….

Consistent and Persistent

Take stock – Review - Change

Balanced Practice

Balanced life

2

Your abundance story

Identify your financial obstacles.

Your clinics financial picture one step at a time.

Commitment to a shift – Next steps

Crack the Money

Code

3

What is Your $ Story?

4

Fundamental

Conclusion

Behavior/

Action

Impact/

Result

Negative Moods Resignation

“I assess that nothing is going to get better here; it has always been and it will always be this way; and there is nothing I can do about it.”

Despair “I assess immediate negative possibilities for myself here; I assess that no one, not even God, can take action to change this.”

Distrust “I assess that you never have an never will fulfill your promises to me or anyone else.”

Resentment “I assess that you have closed possibilities for me; I hold your responsible for this, and I am committed to not having a conversation with you about this.”

Confusion “I don’t see what is going on here. I don’t know what to do next. I don’t see future possibilities for myself, and I don’t like it!”

Panic “I assess that future possibilities will be closed for me if I do not work harder and faster right now.”

Arrogance “I claim that I already know and my assessments are true. There is nothing else you can add here, and you should listen to me.”

5

Positive Moods Ambition

“I assess that there are future possibilities for me here and I am committed to take action to make them happen.”

Serenity “I assess that possibilities may be opened or closed for me at anytime, and I am grateful to life.”

Trust “Based on your past record (performance/actions), I assess that you will fulfill your promises to me.”

Acceptance “I assess that possibilities have been closed for me here and I am still grateful to life.”

Wonder “I don’t know what is going on here. I see possibilities for myself here, and I like it!”

Resolution “I see possibilities here and I am going to take action right now.”

Confidence “I assess that I am competent to act and I can prove this with valid information and I can make it happen!

6

Blocks to

Abundance

Fear of change

Fear of success

Fear of rejection

Fear of numbers

7

What issues are you

avoiding?

Learn to let go

Take small steps

Fear of Change

8

Vision Board

Life purpose

Mind body

connection

Fear of Success

9

What is your self

expression?

Tools – affirmations

Feed your mind

Identify positive

relationships

Fear of Rejection

10

Know the facts

Know the game

Clear goals

Clear strategy

Fear of Numbers

11

Formulation

Concentration

Maintenance

Enhance and Design

Mastery

Operating States of

your Business

12

Peak Performance

1. Declare the game

2. Identify the gap

3. What will it take to

close it?

13

Yearly – What increases do

you want in; $, patients,

dispensary.

Monthly-Weekly-Daily

Is it realistic?

Start Big!

14

What is Effective

Tracking?

• Incoming NP phone

calls.

• Follow up appointments

• Cancellations

• Labs

15

What is your tolerance for risk?

What motivates you?

What reserves do you need?

What back up plan do you need to have?

Financial Meter

16

Profit and Loss

Balance Sheet

Cash Flow

Statistics

Financial Reports

17

What will it take?

Plan

Break it down

Realistic expectations

Innovation

Small Steps

Flexibility

18

Marketing Competency Wheel

Website

E-Newsletter

Trade Associations

Alliance Building

Direct Referrals/

Word of Mouth

Speaking

Pro Bono Work

Radio Interviews

19

Recognition

Acceptance

Act

Change

Make a Declaration

20

Who are you?

Why should they see you?

Qualify

Recommend

Confirm

Tell the whole Story..

21

Remember to ask

Timing is everything

Introduce new

subjects –offers

Inspire your patients

Motivate your

champions

Making the Ask

22

Front to back door investigation

Phone Intake

Website

NP Intake form

Office Appearance

Initial Greeting Dr./Staff

First Impressions

The Retention Factor!

23

Create the connection

Are you “the one”?

What are their concerns?

Do they meet the criteria?

Speak of solutions and results

Solid recommendations

Clear next steps and check-in

Clean handoffs and checkout

Retention: The first visit

24

Acknowledgment

Listen to the whispers

Supplements in stock

Reminders

Testimonials

Patient Surveys

It’s all in the Details

25

Did I meet my expectations?

If I were making that call again, what would I do differently?

What have I learned that I can use next time?

Plan Do Review

26

Identify your story

Keys to Abundance

Know your financial

strategy

Be bold and Be YOU!

27

28

Zia Maria

Phone: 415-259-9910

Email: zia@breakthrough-coaching.com

Anne Zorich

Phone: 916-207-9584

Email: anne@breakthrough-coaching.com

Website: www.breakthrough-coaching.com

Breakthrough Coaching, Inc.

Contact Information

www.integrativeinc.com