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Free Resources
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Downloadable Tools You Need To Elevate
Your Ideal Practice
Unlock Your Potential with these Free Resources to Boost Your Ideal Practice!
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31 Practical Ways to Increase Cash Flow In Your Private Practice Today
Worried about making ends meet? Increase your cash flow without becoming salesy, sleasy or someone you don't even like!
IP 360 Scorecard
Wondering if you're on track as you build your Private Practice? Get a better sense of where you are with this quick and easy, self-assessment. Find out where your practice is strong - and where you have work to do.Â
[Template] What to Say When The Answer Is No
An easy to follow, easy to use, script and template that allows you to create your own perfect answer to the ever-present and oh-so-awkward insurance conversations.Â
[Pricing Worksheet] What Should I Charge
Get ready to feel better, stronger, more sure of yourself, and actually ENJOY that whole $ conversation with your potential clients.
All-in-One Rate Increase Client Notification Template
Several different options for how you could manage an increase in your fees. You'll easily be able to tweak the language here to fit whatever option you chose.
A Busy Person's Guide to Annual Planning
5-step process for figuring out exactly where you want to go, so you’ll know what to focus on in the coming weeks and months.
