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165: What’s Your Succession Strategy? The Importance of Having a Plan… Just In Case
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Have you ever thought about what would happen to your practice if something unexpected were to happen to you? I know it’s a morbid thought, but it's an important one to consider.
Imagine being laid up in the hospital 🏥 with a full patient schedule, supplement orders that should arrive any day, quarterly sales and payroll tax returns to file, and you can’t be there to sort it all out.
Who would step in and take care of things for you? Do you have anything written down? Is there a certain someone you trust who would know what to do?
This is where having a well-thought-out plan 📑 can make all the difference.
So, tune in to this episode and let’s get an interim succession plan set up!
In this episode you’ll learn:
👉How to get started with your ‘just in case’ emergency plan.
👉What information you need to gather including your crucial contacts, vendors, passwords, and important information.
👉What information your “responsible person” should have available.
👉The importance of providing specific instructions for your appointed person to follow.
LINKS:
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