021 - The Big 5 Every Practitioner Should Prepare For

Are you prepared for life’s inevitable disruptions to your business?

In this episode of the Health and Wellness Marketing Show, Uli Iserloh and Mike Kim tackle the often-overlooked “Big 5” challenges every practitioner must prepare for: death, disability, divorce, disagreement, and retirement.

These scenarios can profoundly impact your practice if you’re unprepared. Learn how to create systems, build a trusted team, and document critical information to ensure your business can thrive – even in the face of adversity.

If you’ve been putting off these essential preparations, this episode will serve as your wake-up call.

Listen to learn:

• Discover why the “Big 5” challenges – death, disability, divorce, disagreement, and retirement – demand proactive planning to protect your business.
• Learn how to create a “legacy binder” with critical documents, contacts, and access information for emergencies or transitions.
• Understand the importance of having a trusted “freedom team” of professionals, including accountants, lawyers, and financial advisors, to support your practice.
• Find out how to document processes and responsibilities to minimize disruption if a key team member leaves or becomes unavailable.
• Uncover how to use tools like LastPass, Dropbox, and digital SOPs to ensure continuity and security in your practice.

Quotes to Remember:

• “Are you leaving behind a mess or a masterpiece?” (08:38 | Mike)
• “Preparedness isn’t sexy, but it’s essential to protect your business and your clients.” (07:24 | Uli)
• “The knowledge your team takes with them when they leave is your biggest risk.” (21:00 | Uli)
• “Building a trusted team of professionals is key to weathering any storm.” (19:39 | Mike)

 

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Thank You For Listening!

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Connect With Uli Iserloh

Website: https://bigboost.marketing
Facebook: https://facebook.com/uliiserloh
Instagram: https://instagram.com/uliiserloh
Youtube: https://youtube.com/uliiserloh 
Tiktok: https://tiktok.com/@uliiserloh 
Linkedin: https://linkedin.com/in/uliiserloh/

 

Connect With Mike Kim

Website: https://mikekim.com
Instagram: https://www.instagram.com/mikekim
Linkedin: https://www.linkedin.com/in/mikekimtv/
Youtube: https://www.youtube.com/youarethebrand
Facebook: https://www.facebook.com/mikekimtv
X: https://x.com/mikekimtv
Tiktok: https://www.tiktok.com/@mikekimtv